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 ENGINES10+ years Filed as: FINANCIAL ENGINES, INC. Service code 27 · EIN 77-0473565 | Advisory (Plan) | $68,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 27 · EIN 04-2647786 | Advisory (Plan) | $31,018 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,628 | $79,013+42.5% | $100,391+12.2% | $74,495+51.2% |
| Participation rate | 83.6% | 79.5%+4.1pp | 81.5%+2.1pp | 67.2%+16.4pp |
| Annual return | 13.79% | 20.41%-6.6pp | 49.20%-35.4pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $1,667 | $3,021-44.8% | $3,942-57.7% | $2,623-36.5% |
| Participant deferral / active EE | $2,427 | $7,760-68.7% | $8,082-70.0% | $4,346-44.2% |
| Admin fee / account holder | $107 | $1,320-91.9% | $7,899-98.6% | $1,942-94.5% |