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 ENGINES9+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $63,589 |
GRANT THORNTON LLP4 years Filed as: GRANT THORNTON Service code 27 · EIN 36-6055558 | Advisory (Plan) | $16,878 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $11,625 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,456 | $99,078+30.7% | $96,544+34.1% | $74,419+74.0% |
| Participation rate | 97.2% | 80.7%+16.6pp | 76.0%+21.3pp | 70.7%+26.5pp |
| Annual return | 21.90% | 22.48%-0.6pp | 25.84%-3.9pp | 34.38%-12.5pp |
| Employer contribution / active EE | $5,671 | $2,570+120.7% | $2,965+91.3% | $2,637+115.0% |
| Participant deferral / active EE | $8,484 | $4,933+72.0% | $4,851+74.9% | $4,528+87.4% |
| Admin fee / account holder | $103 | $225-54.2% | $8,252-98.8% | $348-70.4% |