Filed February 4, 2008 (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 ENGINES1+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,636,266 |
Service code 37 · EIN 04-2647786 | Loan Processing | $767,553 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,617 | $83,458+104.4% | $123,104+38.6% | $67,505+152.7% |
| Participation rate | 99.9% | 84.5%+15.4pp | 86.8%+13.1pp | 71.2%+28.7pp |
| Annual return | 8.31% | 1.29%+7.0pp | 13.22%-4.9pp | 6.52%+1.8pp |
| Employer contribution / active EE | $11,119 | $3,087+260.2% | $5,151+115.9% | $2,173+411.7% |
| Participant deferral / active EE | $11,855 | $5,379+120.4% | $6,230+90.3% | $3,597+229.6% |
| Admin fee / account holder | $187 | $60+213.1% | $9,015-97.9% | $56+233.1% |