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 ENGINES4+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $45,320 |
Service code 37 · EIN 04-2647786 | Loan Processing | $44,262 |
ELLWOOD ASSOCIATES4+ years Service code 27 · EIN 36-3121777 | Advisory (Plan) | $17,500 |
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 | $100,299 | $65,118+54.0% | $76,768+30.7% | $55,725+80.0% |
| Participation rate | 95.6% | 79.6%+16.0pp | 77.0%+18.6pp | 70.9%+24.7pp |
| Annual return | -3.89% | -1.27%-2.6pp | 2.43%-6.3pp | 244.93%-248.8pp |
| Employer contribution / active EE | $2,419 | $1,941+24.6% | $2,485-2.6% | $2,078+16.4% |
| Participant deferral / active EE | $4,786 | $3,688+29.8% | $3,852+24.3% | $3,356+42.6% |
| Admin fee / account holder | $115 | $116-0.9% | $6,675-98.3% | $115-0.4% |