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 ENGINES7+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $2,644,170 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$215,616 |
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 | $342,554 | $136,780+150.4% | $189,513+80.8% | $101,517+237.4% |
| Participation rate | 98.2% | 90.9%+7.4pp | 87.8%+10.4pp | 74.6%+23.7pp |
| Annual return | 16.22% | 37.00%-20.8pp | 555.15%-538.9pp | 21.00%-4.8pp |
| Employer contribution / active EE | $9,055 | $4,857+86.4% | $6,162+47.0% | $2,973+204.6% |
| Participant deferral / active EE | $14,538 | $7,572+92.0% | $8,221+76.8% | $4,873+198.3% |
| Admin fee / account holder | $215 | $64+234.8% | $12,045-98.2% | $139+53.9% |