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) | $77,000 |
Filed as: FIDELITY UNIVERSAL BASIC FEE Service code 37 · EIN 04-2647786 | Loan Processing | $40,000 |
Filed as: FIDELITY PARTICIPANT ELECTED FEE Service code 37 · EIN 04-2647786 | Loan Processing | $19,000 |
Participant contribution per participant 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 | $80,999 | $58,320+38.9% | $86,436-6.3% | $66,914+21.0% |
| Participation rate | 86.4% | 78.6%+7.8pp | 80.3%+6.1pp | 69.8%+16.6pp |
| Annual return | -15.33% | -9.71%-5.6pp | 4394.89%-4410.2pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,939 | $2,615-25.9% | $3,769-48.6% | $2,544-23.8% |
| Participant deferral / active EE | $2,662 | $6,899-61.4% | $6,952-61.7% | $4,237-37.2% |
| Admin fee / account holder | $119 | $546-78.1% | $6,731-98.2% | $593-79.9% |