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 LLP5 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $61,750 |
FINANCIAL ENGINES9 years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $23,030 |
LOGOS PENSION GROUP INC.1 year Filed as: LOGOS Service code 27 · EIN 83-1892385 | Advisory (Plan) | $6,840 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $5,700 |
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 | $61,722 | $88,890-30.6% | $102,423-39.7% | $77,643-20.5% |
| Participation rate | 92.5% | 80.9%+11.6pp | 76.5%+16.0pp | 70.6%+21.9pp |
| Annual return | 16.18% | 24.98%-8.8pp | 29.32%-13.1pp | 31.24%-15.1pp |
| Employer contribution / active EE | $1,781 | $2,698-34.0% | $3,023-41.1% | $2,726-34.7% |
| Participant deferral / active EE | $4,182 | $5,145-18.7% | $5,053-17.2% | $4,647-10.0% |
| Admin fee / account holder | $91 | $235-61.4% | $9,451-99.0% | $430-78.9% |