Filed April 14, 1999 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CONDUENT HR CONSULTING, LLC3+ years Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $251,526 |
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 47-5324976 | Advisory (Participants) | $38,145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,567 | $73,367-35.2% | $169,463-71.9% | $73,367-35.2% |
| Participation rate | 39.8% | 69.5%-29.6pp | 77.8%-38.0pp | 69.5%-29.6pp |
| Annual return | -4.17% | 173.45%-177.6pp | 1.83%-6.0pp | 173.45%-177.6pp |
| Employer contribution / active EE | $980 | $2,499-60.8% | $4,159-76.4% | $2,499-60.8% |
| Participant deferral / active EE | $1,538 | $4,033-61.9% | $5,277-70.9% | $4,033-61.9% |
| Admin fee / account holder | $8 | $68-88.2% | $9,109-99.9% | $68-88.2% |