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 ENGINES8+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,339,746 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $971,868 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$222,865 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $268,104 | $119,153+125.0% | $151,611+76.8% | $78,044+243.5% |
| Participation rate | 98.2% | 92.5%+5.7pp | 87.5%+10.7pp | 74.4%+23.8pp |
| Annual return | -17.20% | -10.83%-6.4pp | 3.33%-20.5pp | 10.87%-28.1pp |
| Employer contribution / active EE | $9,123 | $5,298+72.2% | $6,166+48.0% | $3,125+192.0% |
| Participant deferral / active EE | $14,581 | $8,624+69.1% | $8,363+74.3% | $5,084+186.8% |
| Admin fee / account holder | $175 | $69+154.5% | $11,616-98.5% | $79+121.7% |