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 ENGINES2 years Filed as: EDELMAN FINANCIAL ENGINES Service code 27 · EIN 77-0473565 | Advisory (Plan) | $532,759 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $75,304 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,678 | $104,697+134.7% | $96,544+154.5% | $80,160+206.5% |
| Participation rate | 98.3% | 86.4%+12.0pp | 76.0%+22.4pp | 72.9%+25.4pp |
| Annual return | 17.76% | 21.78%-4.0pp | 25.84%-8.1pp | 40.38%-22.6pp |
| Employer contribution / active EE | $10,559 | $3,536+198.6% | $2,965+256.1% | $2,978+254.6% |
| Participant deferral / active EE | $18,005 | $6,188+191.0% | $4,851+271.2% | $5,017+258.9% |
| Admin fee / account holder | $93 | $107-12.6% | $8,252-98.9% | $145-35.7% |