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 ENGINES6+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $47,084 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 27 · EIN 36-6055558 | Advisory (Plan) | $26,489 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $6,975 |
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 | $140,598 | $79,519+76.8% | $95,952+46.5% | $73,409+91.5% |
| Participation rate | 96.9% | 81.2%+15.7pp | 77.1%+19.8pp | 72.2%+24.7pp |
| Annual return | 17.70% | 19.20%-1.5pp | 91.61%-73.9pp | 59.29%-41.6pp |
| Employer contribution / active EE | $4,877 | $2,048+138.1% | $2,541+91.9% | $2,234+118.3% |
| Participant deferral / active EE | $7,319 | $4,138+76.9% | $4,167+75.6% | $3,805+92.3% |
| Admin fee / account holder | $95 | $184-48.3% | $6,795-98.6% | $158-39.6% |