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 ENGINES6+ years Filed as: FINANCIAL ENGINES, INC. Service code 27 · EIN 94-3250323 | Advisory (Plan) | $11,815,000 |
Filed as: FIDELITY PARTICIPANT ELECTED FEE Service code 37 · EIN 04-2647786 | Loan Processing | $7,228,000 |
Filed as: FIDELITY UNIVERSAL BASIC FEE Service code 37 · EIN 04-2647786 | Loan Processing | $5,577,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $193,808 | $139,618+38.8% | $100,516+92.8% | $106,222+82.5% |
| Participation rate | 95.8% | 83.2%+12.6pp | 79.4%+16.4pp | 70.8%+25.0pp |
| Annual return | 10.01% | 22.24%-12.2pp | 30.89%-20.9pp | 21.69%-11.7pp |
| Employer contribution / active EE | $4,746 | $3,379+40.5% | $3,418+38.9% | $2,723+74.3% |
| Participant deferral / active EE | $8,782 | $8,459+3.8% | $6,270+40.1% | $4,600+90.9% |
| Admin fee / account holder | $93 | $91+2.3% | $8,081-98.9% | $78+18.5% |