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 ENGINES5+ years Filed as: FINANCIAL ENGINES, INC. Service code 27 · EIN 94-3250323 | Advisory (Plan) | $10,287,000 |
Filed as: FIDELITY PARTICIPANT ELECTED FEE Service code 37 · EIN 04-2647786 | Loan Processing | $7,529,000 |
Filed as: FIDELITY UNIVERSAL BASIC FEE Service code 37 · EIN 04-2647786 | Loan Processing | $5,848,000 |
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 | $180,325 | $116,243+55.1% | $91,989+96.0% | $89,569+101.3% |
| Participation rate | 95.3% | 84.8%+10.5pp | 78.6%+16.7pp | 69.6%+25.7pp |
| Annual return | 39.24% | 23.75%+15.5pp | 69.02%-29.8pp | 34.56%+4.7pp |
| Employer contribution / active EE | $3,467 | $3,226+7.5% | $3,452+0.4% | $2,584+34.1% |
| Participant deferral / active EE | $7,055 | $7,519-6.2% | $5,923+19.1% | $4,220+67.2% |
| Admin fee / account holder | $87 | $82+5.3% | $7,743-98.9% | $72+20.9% |