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 ENGINES1 year Service code 27 · EIN 77-0473565 | Advisory (Plan) | $45,027 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $21,133 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $68,092 | $63,905+6.6% | $74,183-8.2% | $57,658+18.1% |
| Participation rate | 94.7% | 79.8%+15.0pp | 76.6%+18.1pp | 70.2%+24.5pp |
| Annual return | 6.46% | 60.60%-54.1pp | 17.74%-11.3pp | 5.13%+1.3pp |
| Employer contribution / active EE | $987 | $1,840-46.4% | $2,370-58.4% | $1,974-50.0% |
| Participant deferral / active EE | $4,295 | $3,448+24.6% | $3,550+21.0% | $3,061+40.3% |
| Admin fee / account holder | $28 | $91-69.0% | $5,586-99.5% | $95-70.1% |