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 ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES Service code 27 · EIN 77-0473565 | Advisory (Plan) | $545,124 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$111,555 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,844 | $130,141+59.7% | $86,677+139.8% | $77,904+166.8% |
| Participation rate | 97.5% | 85.9%+11.5pp | 76.6%+20.9pp | 73.7%+23.8pp |
| Annual return | -16.17% | -12.75%-3.4pp | 35.91%-52.1pp | 12.21%-28.4pp |
| Employer contribution / active EE | $10,453 | $3,220+224.6% | $2,836+268.5% | $2,848+267.1% |
| Participant deferral / active EE | $16,785 | $5,757+191.5% | $4,656+260.5% | $4,806+249.3% |
| Admin fee / account holder | $63 | $132-52.3% | $7,493-99.2% | $133-52.5% |