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 |
|---|---|---|
FINANCIAL ENGINES10+ years Filed as: FINANCIAL ENGINES, INC. Service code 27 · EIN 77-0473565 | Advisory (Plan) | $10,373,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 27 · EIN 04-2647786 | Advisory (Plan) | $7,389,469 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,608 | $167,668+36.3% | $100,391+127.7% | $106,382+114.9% |
| Participation rate | 96.2% | 87.6%+8.7pp | 81.5%+14.7pp | 69.9%+26.3pp |
| Annual return | 16.21% | 18.33%-2.1pp | 49.20%-33.0pp | 17.37%-1.2pp |
| Employer contribution / active EE | $5,106 | $4,908+4.0% | $3,942+29.5% | $3,364+51.8% |
| Participant deferral / active EE | $10,294 | $11,427-9.9% | $8,082+27.4% | $5,569+84.9% |
| Admin fee / account holder | $90 | $94-4.5% | $7,899-98.9% | $79+13.1% |