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 |
|---|---|---|
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES Service code 26 · EIN 47-5324976 | Advisory (Participants) | $108,581 |
CONDUENT HR CONSULTING, LLC4+ years Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $61,395 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,733 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $55,193 | $89,569-38.4% | $182,532-69.8% | $89,569-38.4% |
| Participation rate | 46.5% | 69.6%-23.1pp | 78.0%-31.5pp | 69.6%-23.1pp |
| Annual return | 22.99% | 34.56%-11.6pp | 148.54%-125.5pp | 34.56%-11.6pp |
| Employer contribution / active EE | $1,226 | $2,584-52.6% | $4,076-69.9% | $2,584-52.6% |
| Participant deferral / active EE | $2,004 | $4,220-52.5% | $5,524-63.7% | $4,220-52.5% |
| Admin fee / account holder | $16 | $72-77.5% | $8,592-99.8% | $72-77.5% |