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 ENGINES5+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $881,727 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$133,656 |
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 | $82,179 | $121,259-32.2% | $162,163-49.3% | $89,569-8.3% |
| Participation rate | 95.9% | 90.0%+5.8pp | 87.6%+8.3pp | 69.6%+26.3pp |
| Annual return | 22.44% | 22.23%+0.2pp | 115.59%-93.1pp | 34.56%-12.1pp |
| Employer contribution / active EE | $2,441 | $4,435-45.0% | $5,614-56.5% | $2,584-5.5% |
| Participant deferral / active EE | $4,715 | $6,620-28.8% | $7,298-35.4% | $4,220+11.7% |
| Admin fee / account holder | $63 | $101-37.2% | $10,843-99.4% | $72-11.6% |