Filed August 24, 2005
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 ENGINES4 years Filed as: EDELMAN FINANCIAL ENGINES Service code 27 · EIN 77-0473565 | Advisory (Plan) | $608,200 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $18,841 |
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 | $328,086 | $151,876+116.0% | $113,168+189.9% | $117,739+178.7% |
| Participation rate | 97.6% | 92.5%+5.0pp | 76.6%+21.0pp | 76.6%+20.9pp |
| Annual return | 17.99% | 15.75%+2.2pp | 24.27%-6.3pp | 17.29%+0.7pp |
| Employer contribution / active EE | $10,892 | $4,598+136.9% | $2,975+266.1% | $3,746+190.8% |
| Participant deferral / active EE | $18,577 | $7,767+139.2% | $5,107+263.8% | $6,128+203.1% |
| Admin fee / account holder | $90 | $70+28.4% | $12,068-99.3% | $112-19.7% |