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 ENGINES3+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $749,323 |
Service code 37 · EIN 04-2647786 | Loan Processing | $226,509 |
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 | $312,618 | $90,410+245.8% | $91,001+243.5% | $77,958+301.0% |
| Participation rate | 98.1% | 86.4%+11.7pp | 75.6%+22.5pp | 71.6%+26.5pp |
| Annual return | 16.92% | 21.34%-4.4pp | 4.60%+12.3pp | 20.87%-4.0pp |
| Employer contribution / active EE | $12,156 | $3,392+258.4% | $2,456+395.0% | $2,310+426.1% |
| Participant deferral / active EE | $10,528 | $4,816+118.6% | $3,547+196.8% | $3,537+197.7% |
| Admin fee / account holder | $235 | $79+197.5% | $5,417-95.7% | $97+141.1% |