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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $132,812 |
FINANCIAL ENGINES1 year Service code 27 · EIN 77-0473565 | Advisory (Plan) | $121,059 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,104 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
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 | $55,463 | $93,223-40.5% | $185,823-70.2% | $93,223-40.5% |
| Participation rate | 51.5% | 74.9%-23.4pp | 78.0%-26.5pp | 74.9%-23.4pp |
| Annual return | 10.75% | 19.29%-8.5pp | 35.95%-25.2pp | 19.29%-8.5pp |
| Employer contribution / active EE | $651 | $2,680-75.7% | $4,087-84.1% | $2,680-75.7% |
| Participant deferral / active EE | $2,643 | $4,563-42.1% | $5,632-53.1% | $4,563-42.1% |
| Admin fee / account holder | $25 | $79-68.0% | $9,500-99.7% | $79-68.0% |