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 ENGINES2+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $656,643 |
NISA INVESTMENT ADVISORS, LLC2+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $357,858 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $293,445 |
Filed as: INSTITUTIONAL CAPITAL CORPORATION Service code 28 · EIN 13-5582869 | Investment Management | $244,329 |
UNITED OF OMAHA2+ years Filed as: UNITED OF OMAHA LIFE INSURANCE CO. Service code 22 · EIN 47-0246511 | Insurance Broker | $225,371 |
PACIFIC LIFE INSURANCE2+ years Service code 22 · EIN 95-1079000 | Insurance Broker | $187,088 |
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 | $277,452 | $82,279+237.2% | $77,999+255.7% | $63,975+333.7% |
| Participation rate | 98.1% | 84.7%+13.4pp | 75.5%+22.6pp | 71.1%+27.0pp |
| Annual return | 8.21% | 11.20%-3.0pp | 425.96%-417.8pp | 48.65%-40.4pp |
| Employer contribution / active EE | $10,643 | $3,297+222.8% | $2,470+330.9% | $2,182+387.8% |
| Participant deferral / active EE | $10,105 | $4,538+122.7% | $3,497+189.0% | $3,356+201.1% |
| Admin fee / account holder | $224 | $81+174.6% | $5,480-95.9% | $70+217.4% |