Filed October 19, 2004 (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 ENGINES9 years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $20,729 |
LOGOS PENSION GROUP INC.1 year Filed as: LOGOS Service code 27 · EIN 83-1892385 | Advisory (Plan) | $5,795 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $126,652 | $88,890+42.5% | $102,423+23.7% | $77,643+63.1% |
| Participation rate | 42.2% | 80.9%-38.7pp | 76.5%-34.3pp | 70.6%-28.3pp |
| Annual return | 15.88% | 24.98%-9.1pp | 29.32%-13.4pp | 31.24%-15.4pp |
| Employer contribution / active EE | $1,326 | $2,698-50.8% | $3,023-56.1% | $2,726-51.3% |
| Participant deferral / active EE | $2,364 | $5,145-54.0% | $5,053-53.2% | $4,647-49.1% |
| Admin fee / account holder | $56 | $235-76.4% | $9,451-99.4% | $430-87.1% |