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) | $125,000 |
Filed as: FIDELITY PARTICIPANT ELECTED FEE Service code 37 · EIN 04-2647786 | Loan Processing | $89,000 |
Filed as: FIDELITY UNIVERSAL BASIC FEE Service code 37 · EIN 04-2647786 | Loan Processing | $51,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,946 | $86,338-25.9% | $91,989-30.5% | $77,787-17.8% |
| Participation rate | 97.5% | 82.9%+14.6pp | 78.6%+18.9pp | 73.2%+24.3pp |
| Annual return | 22.85% | 29.65%-6.8pp | 69.02%-46.2pp | 32.57%-9.7pp |
| Employer contribution / active EE | $2,549 | $2,988-14.7% | $3,452-26.2% | $2,504+1.8% |
| Participant deferral / active EE | $4,172 | $6,908-39.6% | $5,923-29.6% | $3,967+5.2% |
| Admin fee / account holder | $123 | $79+55.5% | $7,743-98.4% | $100+23.3% |