Filed February 16, 2007 (most recent of 2 filings on file)
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 ENGINES4+ years Service code 14 · EIN 77-0473565 | Plan Administrator | $649,639 |
Service code 26 · EIN 04-2647786 | Advisory (Participants) | $277,456 |
Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 60 | Sub-TA Fees | $0 |
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 | $139,960 | $134,045+4.4% | $80,019+74.9% | $75,289+85.9% |
| Participation rate | 98.4% | 85.8%+12.6pp | 75.8%+22.6pp | 72.4%+26.0pp |
| Annual return | -40.89% | -0.56%-40.3pp | 11.22%-52.1pp | -0.04%-40.9pp |
| Employer contribution / active EE | $7,816 | $3,492+123.8% | $2,468+216.7% | $2,405+225.0% |
| Participant deferral / active EE | $6,817 | $4,976+37.0% | $3,686+85.0% | $3,739+82.3% |
| Admin fee / account holder | $176 | $124+42.2% | $6,521-97.3% | $102+72.1% |