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 ENGINES6+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $553,433 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$103,828 |
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 | $261,427 | $144,996+80.3% | $111,297+134.9% | $93,030+181.0% |
| Participation rate | 97.8% | 86.2%+11.6pp | 77.3%+20.5pp | 73.9%+23.9pp |
| Annual return | 13.66% | 18.26%-4.6pp | 54.65%-41.0pp | 158.70%-145.0pp |
| Employer contribution / active EE | $9,946 | $3,056+225.5% | $2,731+264.2% | $2,706+267.6% |
| Participant deferral / active EE | $16,168 | $5,587+189.4% | $4,487+260.3% | $4,562+254.4% |
| Admin fee / account holder | $66 | $103-35.9% | $7,964-99.2% | $152-56.3% |