Filed October 18, 2004
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $46,367 |
FINANCIAL ENGINES5 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $39,416 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $709,153 | $50,982+1291.0% | $154,803+358.1% | $85,563+728.8% |
| Participation rate | 98.8% | 59.8%+39.0pp | 78.1%+20.7pp | 66.0%+32.8pp |
| Annual return | 33.42% | 30.35%+3.1pp | 58.88%-25.5pp | 31.51%+1.9pp |
| Employer contribution / active EE | $23,512 | $1,708+1276.3% | $4,305+446.1% | $2,654+786.0% |
| Participant deferral / active EE | $16,312 | $2,474+559.3% | $5,540+194.4% | $4,375+272.8% |
| Admin fee / account holder | $99 | $846-88.3% | $14,329-99.3% | $834-88.1% |