Filed October 8, 2007
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 Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $12,515 |
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 | $91,459 | $65,118+40.5% | $76,768+19.1% | $55,725+64.1% |
| Participation rate | 70.5% | 79.6%-9.1pp | 77.0%-6.4pp | 70.9%-0.3pp |
| Annual return | -4.44% | -1.27%-3.2pp | 2.43%-6.9pp | 244.93%-249.4pp |
| Employer contribution / active EE | $1,183 | $1,941-39.1% | $2,485-52.4% | $2,078-43.1% |
| Participant deferral / active EE | $3,491 | $3,688-5.3% | $3,852-9.4% | $3,356+4.0% |
| Admin fee / account holder | $53 | $116-54.2% | $6,675-99.2% | $115-54.0% |