Filed October 18, 2004
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.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES1+ years Service code 26 · EIN 47-5324976 | Advisory (Participants) | $2,664,738 |
CONDUENT HR CONSULTING, LLC1+ years Filed as: CONDUENT Service code 15 · EIN 81-2983623 | Recordkeeping | $418,047 |
JONES TRADING INSTITUTIONAL SVCS1+ years Service code 49 · EIN 51-0484896 | Other Services | $10,827 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,041 | $121,259-5.1% | $162,163-29.1% | $89,569+28.4% |
| Participation rate | 100.0% | 90.0%+10.0pp | 87.6%+12.4pp | 69.6%+30.4pp |
| Annual return | 24.56% | 22.23%+2.3pp | 115.59%-91.0pp | 34.56%-10.0pp |
| Employer contribution / active EE | $4,918 | $4,435+10.9% | $5,614-12.4% | $2,584+90.3% |
| Participant deferral / active EE | $6,826 | $6,620+3.1% | $7,298-6.5% | $4,220+61.7% |
| Admin fee / account holder | $87 | $101-13.5% | $10,843-99.2% | $72+21.8% |