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 | $9,402,000 |
Filed as: FIDELITY UNIVERSAL BASIC FEE Service code 37 · EIN 04-2647786 | Loan Processing | $7,253,000 |
FINANCIAL ENGINES3+ years Filed as: FINANCIAL ENGINES, INC. Service code 27 · EIN 94-3250323 | Advisory (Plan) | $5,636,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,712 | $104,862+50.4% | $90,160+74.9% | $80,976+94.8% |
| Participation rate | 89.2% | 78.9%+10.3pp | 76.9%+12.4pp | 68.3%+21.0pp |
| Annual return | 13.68% | 20.18%-6.5pp | 34.88%-21.2pp | 22.91%-9.2pp |
| Employer contribution / active EE | $3,197 | $2,724+17.3% | $3,318-3.7% | $2,402+33.1% |
| Participant deferral / active EE | $6,451 | $6,098+5.8% | $5,288+22.0% | $3,848+67.6% |
| Admin fee / account holder | $91 | $76+19.3% | $5,943-98.5% | $67+34.9% |