Filed April 8, 1997
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 Filed as: EDELMAN FINANCIAL Service code 27 4000 LEGATO RD · FAIRFAX, VA 22035 | Advisory (Plan) | $58,231 |
NEWPORT GROUP, INC.6+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $20,742 |
OLSEN & ASSOCIATES LLC5 years Service code 10 · EIN 20-1909003 | Accounting | $11,476 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,756 | $81,474-32.8% | $133,956-59.1% | $73,488-25.5% |
| Participation rate | 61.4% | 76.4%-15.0pp | 79.8%-18.4pp | 70.7%-9.3pp |
| Annual return | 9.57% | 19.40%-9.8pp | 45.09%-35.5pp | 28.51%-18.9pp |
| Employer contribution / active EE | $281 | $2,209-87.3% | $3,919-92.8% | $2,270-87.6% |
| Participant deferral / active EE | $1,818 | $3,786-52.0% | $5,048-64.0% | $3,740-51.4% |
| Admin fee / account holder | $520 | $713-27.0% | $8,927-94.2% | $513+1.4% |