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 37 · EIN 04-2647786 | Loan Processing | $15,529,000 |
FINANCIAL ENGINES2+ years Filed as: FINANCIAL ENGINES, INC. Service code 27 · EIN 94-3250323 | Advisory (Plan) | $4,004,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,120 | $86,496+66.6% | $80,975+78.0% | $329,111-56.2% |
| Participation rate | 89.7% | 80.0%+9.8pp | 75.8%+13.9pp | 67.9%+21.9pp |
| Annual return | 19.35% | 20.13%-0.8pp | 17.10%+2.2pp | 16.35%+3.0pp |
| Employer contribution / active EE | $2,998 | $2,395+25.2% | $3,714-19.3% | $2,303+30.1% |
| Participant deferral / active EE | $6,092 | $5,350+13.9% | $5,696+7.0% | $3,682+65.5% |
| Admin fee / account holder | $81 | $69+16.5% | $5,516-98.5% | $754-89.3% |