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 ENGINES5+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $500,008 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$88,465 |
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 | $241,374 | $176,491+36.8% | $95,952+151.6% | $90,288+167.3% |
| Participation rate | 97.5% | 86.6%+11.0pp | 77.1%+20.5pp | 73.4%+24.2pp |
| Annual return | 16.51% | 20.14%-3.6pp | 91.61%-75.1pp | 53.97%-37.5pp |
| Employer contribution / active EE | $10,447 | $2,789+274.6% | $2,541+311.1% | $2,524+313.9% |
| Participant deferral / active EE | $17,107 | $5,340+220.4% | $4,167+310.5% | $4,232+304.2% |
| Admin fee / account holder | $0 | $154-100.0% | $6,795-100.0% | $114-100.0% |