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 ENGINES3+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $45,788 |
ELLWOOD ASSOCIATES3+ years Service code 27 · EIN 36-3121777 | Advisory (Plan) | $16,992 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,104 |
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 | $104,668 | $69,305+51.0% | $82,313+27.2% | $69,631+50.3% |
| Participation rate | 94.2% | 80.3%+13.9pp | 76.9%+17.3pp | 70.7%+23.5pp |
| Annual return | 18.63% | 21.47%-2.8pp | 25.88%-7.2pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $2,357 | $1,887+24.9% | $2,428-2.9% | $2,032+16.0% |
| Participant deferral / active EE | $4,434 | $3,568+24.2% | $3,706+19.6% | $3,224+37.5% |
| Admin fee / account holder | $81 | $97-16.3% | $5,608-98.5% | $110-26.4% |