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 ENGINES3 years Filed as: EDELMAN FINANCIAL ENGINES Service code 27 · EIN 77-0473565 | Advisory (Plan) | $572,211 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $68,749 |
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 | $284,036 | $159,391+78.2% | $102,423+177.3% | $99,062+186.7% |
| Participation rate | 98.1% | 88.6%+9.5pp | 76.5%+21.6pp | 71.6%+26.5pp |
| Annual return | 14.00% | 19.03%-5.0pp | 29.32%-15.3pp | 17.66%-3.7pp |
| Employer contribution / active EE | $9,528 | $4,207+126.5% | $3,023+215.2% | $3,262+192.1% |
| Participant deferral / active EE | $16,829 | $7,498+124.4% | $5,053+233.1% | $5,331+215.7% |
| Admin fee / account holder | $102 | $159-36.1% | $9,451-98.9% | $109-6.8% |