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 ENGINES5+ years Service code 26 · EIN 94-3250323 | Advisory (Participants) | $49,949 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $11,701 |
Form 5500 reported that benefits due were not provided when due.
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 | $117,997 | $73,404+60.8% | $87,100+35.5% | $67,579+74.6% |
| Participation rate | 97.0% | 80.9%+16.1pp | 76.9%+20.1pp | 71.3%+25.7pp |
| Annual return | 23.34% | 48.29%-24.9pp | 28.19%-4.8pp | 378.56%-355.2pp |
| Employer contribution / active EE | $4,729 | $2,014+134.8% | $2,521+87.5% | $2,148+120.2% |
| Participant deferral / active EE | $7,067 | $3,913+80.6% | $4,049+74.6% | $3,539+99.7% |
| Admin fee / account holder | $67 | $142-52.4% | $7,497-99.1% | $142-52.6% |