Filed March 12, 2004 (most recent of 2 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+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $163,530 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,778 |
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 | $97,713 | $55,182+77.1% | $73,307+33.3% | $55,191+77.0% |
| Participation rate | 93.3% | 73.9%+19.4pp | 74.9%+18.4pp | 69.2%+24.2pp |
| Annual return | 0.18% | 8.55%-8.4pp | 5.67%-5.5pp | 10.78%-10.6pp |
| Employer contribution / active EE | $1,108 | $1,935-42.7% | $3,237-65.8% | $1,899-41.6% |
| Participant deferral / active EE | $5,770 | $4,641+24.3% | $4,991+15.6% | $3,046+89.4% |
| Admin fee / account holder | $99 | $68+44.5% | $5,637-98.2% | $91+9.0% |