Filed July 29, 2006 (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 |
|---|---|---|
Filed as: FIDELITY PARTICIPANT ELECTED FEE Service code 37 · EIN 04-2647786 | Loan Processing | $606,000 |
FINANCIAL ENGINES8+ years Filed as: FINANCIAL ENGINES, INC. Service code 27 · EIN 47-5324976 | Advisory (Plan) | $473,000 |
Filed as: FIDELITY UNIVERSAL BASIC FEE Service code 37 · EIN 04-2647786 | Loan Processing | $353,000 |
BLACKROCK8+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC. Service code 21 · EIN 94-3112180 | Bank Trustee | $111,000 |
GOLDMAN SACHS8+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 04-3211048 | Investment Management | $78,000 |
AT&T INC.8+ years Service code 14 · EIN 43-1301883 | Plan Administrator | $67,000 |
THE BANK OF NEW YORK MELLON5 years Service code 21 · EIN 13-5160382 | Bank Trustee | $59,000 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $47,000 |
CEM BENCHMARKING3 years Service code 16 · EIN 98-0180257 | Consulting | $27,000 |
DIRECTPATH LLC3 years Service code 16 · EIN 02-0677999 | Consulting | $23,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,550 | $125,578+17.5% | $86,436+70.7% | $89,394+65.1% |
| Participation rate | 31.7% | 86.1%-54.4pp | 80.3%-48.6pp | 71.3%-39.6pp |
| Annual return | -14.43% | -16.42%+2.0pp | 4394.89%-4409.3pp | -11.89%-2.5pp |
| Employer contribution / active EE | $996 | $4,137-75.9% | $3,769-73.6% | $3,022-67.0% |
| Participant deferral / active EE | $2,244 | $9,976-77.5% | $6,952-67.7% | $5,123-56.2% |
| Admin fee / account holder | $140 | $94+48.4% | $6,731-97.9% | $79+76.0% |