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) | $20,118 |
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) | $7,125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,354 | $185,342-60.4% | $111,297-34.1% | $86,799-15.5% |
| Participation rate | 81.6% | 81.0%+0.6pp | 77.3%+4.2pp | 72.3%+9.3pp |
| Annual return | 13.95% | 500.80%-486.9pp | 54.65%-40.7pp | 97.91%-84.0pp |
| Employer contribution / active EE | $1,101 | $2,246-51.0% | $2,731-59.7% | $2,405-54.2% |
| Participant deferral / active EE | $3,968 | $4,458-11.0% | $4,487-11.6% | $4,131-3.9% |
| Admin fee / account holder | $48 | $255-81.1% | $7,964-99.4% | $170-71.6% |