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 Service code 27 · EIN 77-0473565 | Advisory (Plan) | $483,031 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$182,400 |
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 | $207,572 | $105,247+97.2% | $87,100+138.3% | $77,787+166.8% |
| Participation rate | 97.4% | 85.8%+11.6pp | 76.9%+20.5pp | 73.2%+24.2pp |
| Annual return | 22.69% | 24.52%-1.8pp | 28.19%-5.5pp | 32.57%-9.9pp |
| Employer contribution / active EE | $9,858 | $2,895+240.6% | $2,521+291.0% | $2,504+293.6% |
| Participant deferral / active EE | $15,625 | $5,060+208.8% | $4,049+285.9% | $3,967+293.8% |
| Admin fee / account holder | $0 | $104-100.0% | $7,497-100.0% | $100-100.0% |