Filed December 17, 1992
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) | $34,732 |
ELLWOOD ASSOCIATES1+ years Service code 27 · EIN 36-3121777 | Advisory (Plan) | $26,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,449 |
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 | $89,947 | $72,770+23.6% | $67,652+33.0% | $55,191+63.0% |
| Participation rate | 95.4% | 78.8%+16.6pp | 75.7%+19.8pp | 69.2%+26.3pp |
| Annual return | 1.42% | -3.26%+4.7pp | 6625.04%-6623.6pp | 10.78%-9.4pp |
| Employer contribution / active EE | $2,337 | $1,769+32.1% | $2,266+3.2% | $1,899+23.1% |
| Participant deferral / active EE | $4,260 | $3,408+25.0% | $3,560+19.7% | $3,046+39.8% |
| Admin fee / account holder | $84 | $79+7.0% | $4,821-98.3% | $91-7.1% |