Filed May 2, 2005 (most recent of 2 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 Filed as: FINANCIAL ENGINES, INC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $3,188,749 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,343,319 |
CURCIO WEBB1+ years Service code 16 · EIN 36-4171366 | Consulting | $93,436 |
TECHINTURE, INC1+ years Service code 15 · EIN 20-0820356 | Recordkeeping | $29,072 |
QDRO CONSULTANTS COMPANY, LLC1+ years Filed as: QDRO CONSULTANTS CO., LLC Service code 29 · EIN 34-1820650 | Legal | $15,600 |
MARUDAS GRAPHICS, INC.1+ years Filed as: MARUDAS GRAPHICS, INC Service code 38 · EIN 41-1952419 | Participant Communication | $13,108 |
NINTHWAVE LLC1+ years Service code 16 · EIN 27-4633498 | Consulting | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,511 | $87,670+55.7% | $123,104+10.9% | $69,651+96.0% |
| Participation rate | 98.8% | 87.8%+11.0pp | 86.8%+12.0pp | 66.6%+32.2pp |
| Annual return | 1.35% | 3.10%-1.7pp | 13.22%-11.9pp | 53.77%-52.4pp |
| Employer contribution / active EE | $3,614 | $3,511+2.9% | $5,151-29.8% | $2,241+61.3% |
| Participant deferral / active EE | $7,652 | $5,412+41.4% | $6,230+22.8% | $3,635+110.5% |
| Admin fee / account holder | $117 | $94+24.5% | $9,015-98.7% | $63+85.3% |