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 ENGINES2+ years Filed as: FINANCIAL ENGINES, INC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $3,187,025 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,328,619 |
TECHINTURE, INC2+ years Service code 15 · EIN 20-0820356 | Recordkeeping | $26,600 |
CURCIO WEBB2+ years Service code 16 · EIN 36-4171366 | Consulting | $20,000 |
Filed as: QDRO CONSULTANTS CO, LLC Service code 29 · EIN 34-1820650 | Legal | $10,650 |
NINTHWAVE LLC2+ years Service code 16 · EIN 27-4633498 | Consulting | $10,000 |
Filed as: GENESIS CORP Service code 15 · EIN 13-4041496 | Recordkeeping | $8,855 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,271 | $93,756+56.0% | $133,980+9.2% | $329,111-55.6% |
| Participation rate | 98.9% | 89.7%+9.2pp | 87.1%+11.8pp | 67.9%+31.0pp |
| Annual return | 7.77% | 20.33%-12.6pp | 29.30%-21.5pp | 16.35%-8.6pp |
| Employer contribution / active EE | $3,726 | $3,619+3.0% | $5,211-28.5% | $2,303+61.8% |
| Participant deferral / active EE | $7,897 | $5,685+38.9% | $6,282+25.7% | $3,682+114.5% |
| Admin fee / account holder | $118 | $90+31.5% | $9,324-98.7% | $754-84.4% |