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 ENGINES7+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $55,945 |
CROWE LLP1 year Service code 27 · EIN 35-0921680 | Advisory (Plan) | $13,900 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $11,625 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,079 | $185,342-16.9% | $111,297+38.4% | $86,799+77.5% |
| Participation rate | 97.4% | 81.0%+16.5pp | 77.3%+20.1pp | 72.3%+25.2pp |
| Annual return | 15.72% | 500.80%-485.1pp | 54.65%-38.9pp | 97.91%-82.2pp |
| Employer contribution / active EE | $4,989 | $2,246+122.1% | $2,731+82.7% | $2,405+107.4% |
| Participant deferral / active EE | $7,938 | $4,458+78.0% | $4,487+76.9% | $4,131+92.2% |
| Admin fee / account holder | $100 | $255-60.7% | $7,964-98.7% | $170-40.8% |