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 ENGINES8+ years Filed as: FINANCIAL ENGINES, INC. Service code 27 · EIN 47-5324976 | Advisory (Plan) | $7,950,000 |
Filed as: FIDELITY PARTICIPANT ELECTED FEE Service code 37 · EIN 04-2647786 | Loan Processing | $6,123,000 |
Filed as: FIDELITY UNIVERSAL BASIC FEE Service code 37 · EIN 04-2647786 | Loan Processing | $5,887,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,265 | $125,578+40.4% | $86,436+103.9% | $89,394+97.2% |
| Participation rate | 95.8% | 86.1%+9.7pp | 80.3%+15.5pp | 71.3%+24.5pp |
| Annual return | -25.17% | -16.42%-8.7pp | 4394.89%-4420.1pp | -11.89%-13.3pp |
| Employer contribution / active EE | $5,359 | $4,137+29.5% | $3,769+42.2% | $3,022+77.3% |
| Participant deferral / active EE | $10,314 | $9,976+3.4% | $6,952+48.4% | $5,123+101.3% |
| Admin fee / account holder | $94 | $94-0.6% | $6,731-98.6% | $79+17.9% |