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 ENGINES3+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $512,325 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$260,354 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,006 | $78,852+123.2% | $76,768+129.3% | $75,289+133.8% |
| Participation rate | 97.9% | 85.0%+12.9pp | 77.0%+20.9pp | 72.4%+25.5pp |
| Annual return | -5.41% | -1.29%-4.1pp | 2.43%-7.8pp | -0.04%-5.4pp |
| Employer contribution / active EE | $8,519 | $2,794+204.8% | $2,485+242.8% | $2,405+254.2% |
| Participant deferral / active EE | $13,951 | $4,800+190.7% | $3,852+262.2% | $3,739+273.2% |
| Admin fee / account holder | $0 | $79-100.0% | $6,675-100.0% | $102-100.0% |