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 ENGINES5+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $2,181,652 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,617 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,982 | $110,760+127.5% | $162,163+55.4% | $82,204+206.5% |
| Participation rate | 99.3% | 92.7%+6.6pp | 87.6%+11.7pp | 73.4%+25.9pp |
| Annual return | 24.25% | 22.97%+1.3pp | 115.59%-91.3pp | 26.31%-2.1pp |
| Employer contribution / active EE | $11,539 | $4,437+160.0% | $5,614+105.5% | $2,707+326.2% |
| Participant deferral / active EE | $13,095 | $6,652+96.9% | $7,298+79.4% | $4,246+208.4% |
| Admin fee / account holder | $195 | $65+200.0% | $10,843-98.2% | $76+158.5% |