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 |
|---|---|---|
Filed as: FIDELITY PARTICIPANT ELECTED FEE Service code 37 · EIN 04-2647786 | Loan Processing | $136,000 |
FINANCIAL ENGINES6+ years Filed as: FINANCIAL ENGINES, INC. Service code 27 · EIN 94-3250323 | Advisory (Plan) | $112,000 |
Filed as: FIDELITY UNIVERSAL BASIC FEE Service code 37 · EIN 04-2647786 | Loan Processing | $34,000 |
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 | $74,290 | $78,781-5.7% | $100,516-26.1% | $73,409+1.2% |
| Participation rate | 91.7% | 80.0%+11.7pp | 79.4%+12.3pp | 72.2%+19.5pp |
| Annual return | 8.93% | 31.69%-22.8pp | 30.89%-22.0pp | 59.29%-50.4pp |
| Employer contribution / active EE | $12,562 | $2,420+419.2% | $3,418+267.6% | $2,234+462.4% |
| Participant deferral / active EE | $18,105 | $6,537+177.0% | $6,270+188.8% | $3,805+375.8% |
| Admin fee / account holder | $158 | $145+8.5% | $8,081-98.0% | $158-0.1% |