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 ENGINES9+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $970,659 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $424,971 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,504 | $135,240-32.3% | $169,993-46.2% | $96,393-5.1% |
| Participation rate | 96.9% | 86.5%+10.4pp | 87.0%+9.9pp | 71.3%+25.7pp |
| Annual return | 19.04% | 22.04%-3.0pp | 53.37%-34.3pp | 22.88%-3.8pp |
| Employer contribution / active EE | $3,196 | $5,029-36.5% | $6,785-52.9% | $3,238-1.3% |
| Participant deferral / active EE | $5,407 | $8,138-33.6% | $10,408-48.0% | $5,455-0.9% |
| Admin fee / account holder | $98 | $85+15.9% | $12,815-99.2% | $74+33.1% |