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 |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $15,015,000 |
FINANCIAL ENGINES1+ years Filed as: FINANCIAL ENGINES, INC. Service code 16 · EIN 94-3250323 | Consulting | $2,266,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,072 | $85,590+48.5% | $73,307+73.3% | $69,651+82.4% |
| Participation rate | 93.9% | 78.5%+15.4pp | 74.9%+19.0pp | 66.6%+27.3pp |
| Annual return | 1.59% | 29.41%-27.8pp | 5.67%-4.1pp | 53.77%-52.2pp |
| Employer contribution / active EE | $3,037 | $2,537+19.7% | $3,237-6.2% | $2,241+35.5% |
| Participant deferral / active EE | $6,125 | $5,237+17.0% | $4,991+22.7% | $3,635+68.5% |
| Admin fee / account holder | $75 | $72+3.4% | $5,637-98.7% | $63+17.9% |