Filed April 28, 2009 (most recent of 4 filings on file)
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 ENGINES1+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $669,632 |
NISA INVESTMENT ADVISORS, LLC1+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $350,927 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $293,885 |
Filed as: INSTITUTIONAL CAPITAL CORPORATION Service code 28 · EIN 13-5582869 | Investment Management | $273,486 |
UNITED OF OMAHA1+ years Filed as: UNITED OF OMAHA LIFE INSURANCE CO. Service code 22 · EIN 47-0246511 | Insurance Broker | $220,800 |
PACIFIC LIFE INSURANCE1+ years Service code 22 · EIN 95-1079000 | Insurance Broker | $187,551 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,405 | $81,321+223.9% | $68,509+284.5% | $59,188+345.0% |
| Participation rate | 97.9% | 83.8%+14.1pp | 74.7%+23.2pp | 69.4%+28.5pp |
| Annual return | -0.32% | 4.65%-5.0pp | 8.27%-8.6pp | 5.51%-5.8pp |
| Employer contribution / active EE | $10,022 | $3,297+204.0% | $2,278+340.0% | $2,098+377.7% |
| Participant deferral / active EE | $10,060 | $4,592+119.1% | $3,382+197.4% | $3,265+208.2% |
| Admin fee / account holder | $232 | $62+275.1% | $5,275-95.6% | $92+151.2% |