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) | $76,000 |
Filed as: FIDELITY PARTICIPANT ELECTED FEE Service code 37 · EIN 04-2647786 | Loan Processing | $67,000 |
Filed as: FIDELITY UNIVERSAL BASIC FEE Service code 37 · EIN 04-2647786 | Loan Processing | $46,000 |
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 | $48,581 | $71,106-31.7% | $83,333-41.7% | $75,289-35.5% |
| Participation rate | 95.1% | 82.0%+13.1pp | 77.8%+17.3pp | 72.4%+22.6pp |
| Annual return | -7.34% | -0.56%-6.8pp | 10.63%-18.0pp | -0.04%-7.3pp |
| Employer contribution / active EE | $2,354 | $2,436-3.3% | $3,379-30.3% | $2,405-2.1% |
| Participant deferral / active EE | $3,815 | $6,249-38.9% | $5,565-31.4% | $3,739+2.0% |
| Admin fee / account holder | $84 | $72+16.1% | $7,510-98.9% | $102-17.8% |