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 ENGINES10+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $67,163 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $6,975 |
LOGOS PENSION GROUP INC.1 year Filed as: LOGOS Service code 27 · EIN 83-1892385 | Advisory (Plan) | $6,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,450 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,102 | $88,890+74.5% | $102,423+51.4% | $77,643+99.8% |
| Participation rate | 85.6% | 80.9%+4.7pp | 76.5%+9.1pp | 70.6%+15.0pp |
| Annual return | 20.08% | 24.98%-4.9pp | 29.32%-9.2pp | 31.24%-11.2pp |
| Employer contribution / active EE | $5,141 | $2,698+90.6% | $3,023+70.0% | $2,726+88.6% |
| Participant deferral / active EE | $7,823 | $5,145+52.0% | $5,053+54.8% | $4,647+68.3% |
| Admin fee / account holder | $90 | $235-62.0% | $9,451-99.1% | $430-79.2% |