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 ENGINES2+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,737,989 |
Service code 37 · EIN 04-2647786 | Loan Processing | $303,287 |
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 | $179,612 | $82,683+117.2% | $133,980+34.1% | $65,292+175.1% |
| Participation rate | 96.4% | 87.3%+9.0pp | 87.1%+9.3pp | 72.4%+23.9pp |
| Annual return | 8.23% | 9.63%-1.4pp | 29.30%-21.1pp | 11.84%-3.6pp |
| Employer contribution / active EE | $10,155 | $3,583+183.4% | $5,211+94.9% | $2,302+341.2% |
| Participant deferral / active EE | $10,997 | $5,190+111.9% | $6,282+75.1% | $3,579+207.3% |
| Admin fee / account holder | $188 | $66+186.9% | $9,324-98.0% | $57+228.6% |