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 |
|---|---|---|
FINANCIAL ENGINES4+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $40,444 |
GRANT THORNTON LLP4+ years Service code 10 · EIN 36-6055558 | Accounting | $21,037 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $11,595 |
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 | $97,994 | $65,118+50.5% | $76,768+27.6% | $55,725+75.9% |
| Participation rate | 97.4% | 79.6%+17.8pp | 77.0%+20.5pp | 70.9%+26.6pp |
| Annual return | -4.09% | -1.27%-2.8pp | 2.43%-6.5pp | 244.93%-249.0pp |
| Employer contribution / active EE | $4,967 | $1,941+155.9% | $2,485+99.9% | $2,078+139.0% |
| Participant deferral / active EE | $7,045 | $3,688+91.0% | $3,852+82.9% | $3,356+109.9% |
| Admin fee / account holder | $89 | $116-23.1% | $6,675-98.7% | $115-22.6% |