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 ENGINES4+ years Filed as: FINANCIAL ENGINES, INC. Service code 27 · EIN 94-3250323 | Advisory (Plan) | $5,159,000 |
Filed as: FIDELITY PARTICIPANT ELECTED FEE Service code 37 · EIN 04-2647786 | Loan Processing | $5,048,000 |
Filed as: FIDELITY UNIVERSAL BASIC FEE Service code 37 · EIN 04-2647786 | Loan Processing | $4,117,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,242 | $94,115+57.5% | $83,333+77.9% | $73,367+102.1% |
| Participation rate | 94.1% | 83.7%+10.4pp | 77.8%+16.3pp | 69.5%+24.6pp |
| Annual return | 0.63% | -6.12%+6.7pp | 10.63%-10.0pp | 173.45%-172.8pp |
| Employer contribution / active EE | $3,577 | $2,931+22.1% | $3,379+5.9% | $2,499+43.2% |
| Participant deferral / active EE | $7,352 | $6,759+8.8% | $5,565+32.1% | $4,033+82.3% |
| Admin fee / account holder | $57 | $75-23.7% | $7,510-99.2% | $68-16.2% |