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 ENGINES3+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,944,656 |
Service code 37 · EIN 04-2647786 | Loan Processing | $338,552 |
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 | $223,887 | $96,400+132.2% | $149,718+49.5% | $177,276+26.3% |
| Participation rate | 99.6% | 88.9%+10.7pp | 87.1%+12.6pp | 74.8%+24.8pp |
| Annual return | 19.87% | 19.02%+0.8pp | 1501.63%-1481.8pp | 21.25%-1.4pp |
| Employer contribution / active EE | $11,143 | $3,680+202.8% | $5,445+104.7% | $2,479+349.5% |
| Participant deferral / active EE | $12,064 | $5,510+118.9% | $6,569+83.7% | $3,881+210.9% |
| Admin fee / account holder | $215 | $69+210.6% | $11,283-98.1% | $154+39.8% |