Filed October 18, 2004
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 15 · EIN 04-2647786 | Recordkeeping | $867,089 |
FINANCIAL ENGINES8+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $306,636 |
BDO USA, LLP4 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $35,494 |
STATE STREET GLOBAL ADVISORS7+ years Service code 49 · EIN 81-4017137 | Other Services | $25,000 |
AON CONSULTING5 years Filed as: AON CONSULTING, INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $21,250 |
SEYFARTH SHAW LLP5 years Service code 29 · EIN 36-2152202 | Legal | $17,801 |
LPL FINANCIAL8+ years Service code 16 · EIN 04-3046611 | Consulting | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,820 | $89,394-51.0% | $70,092-37.5% | $89,394-51.0% |
| Participation rate | 72.1% | 71.3%+0.8pp | 70.5%+1.6pp | 71.3%+0.8pp |
| Annual return | -17.27% | -11.89%-5.4pp | 190.73%-208.0pp | -11.89%-5.4pp |
| Employer contribution / active EE | $2,011 | $3,022-33.4% | $2,559-21.4% | $3,022-33.4% |
| Participant deferral / active EE | $2,849 | $5,123-44.4% | $3,849-26.0% | $5,123-44.4% |
| Admin fee / account holder | $64 | $79-19.0% | $6,267-99.0% | $79-19.0% |