Filed April 4, 2008
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 26 · EIN 45-6062081 | Advisory (Participants) | $10,635 |
Filed as: CHARLES SCHWAB INV. MGMT. INC. Service code 19 · EIN 94-3106735 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,419 | $46,173-1.6% | $170,442-73.4% | $69,631-34.8% |
| Participation rate | 40.5% | 63.9%-23.4pp | 83.6%-43.1pp | 70.7%-30.2pp |
| Annual return | 16.13% | 21.62%-5.5pp | 205.93%-189.8pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $538 | $1,610-66.6% | $5,433-90.1% | $2,032-73.5% |
| Participant deferral / active EE | $1,413 | $2,080-32.1% | $4,939-71.4% | $3,224-56.2% |
| Admin fee / account holder | $65 | $116-43.9% | $13,880-99.5% | $110-41.1% |