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 |
|---|---|---|
GRANT THORNTON LLP4 years Filed as: GRANT THORNTON Service code 27 · EIN 36-6055558 | Advisory (Plan) | $33,598 |
FINANCIAL ENGINES8 years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $18,639 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $7,125 |
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 | $58,458 | $99,078-41.0% | $96,544-39.4% | $74,419-21.4% |
| Participation rate | 90.9% | 80.7%+10.3pp | 76.0%+15.0pp | 70.7%+20.2pp |
| Annual return | 19.86% | 22.48%-2.6pp | 25.84%-6.0pp | 34.38%-14.5pp |
| Employer contribution / active EE | $1,426 | $2,570-44.5% | $2,965-51.9% | $2,637-45.9% |
| Participant deferral / active EE | $3,786 | $4,933-23.3% | $4,851-22.0% | $4,528-16.4% |
| Admin fee / account holder | $57 | $225-74.5% | $8,252-99.3% | $348-83.6% |