Filed May 5, 2005 (most recent of 4 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 ENGINES10+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $1,053,455 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 25 · EIN 04-2647786 | Directed Trustee | $399,927 |
SS&C1 year Service code 49 · EIN 04-3157927 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $96,242 | $152,104-36.7% | $184,203-47.8% | $106,382-9.5% |
| Participation rate | 96.2% | 85.9%+10.3pp | 86.8%+9.4pp | 69.9%+26.3pp |
| Annual return | 14.29% | 20.70%-6.4pp | 28.81%-14.5pp | 17.37%-3.1pp |
| Employer contribution / active EE | $3,277 | $5,326-38.5% | $6,427-49.0% | $3,364-2.6% |
| Participant deferral / active EE | $5,462 | $8,559-36.2% | $9,131-40.2% | $5,569-1.9% |
| Admin fee / account holder | $96 | $103-6.8% | $13,901-99.3% | $79+20.7% |