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 ENGINES2 years Service code 26 · EIN 77-0473565 | Advisory (Participants) | $71,252 |
GRANT THORNTON LLP2 years Service code 49 · EIN 36-6055558 | Other Services | $21,133 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $6,205 |
Form 5500 reported that benefits due were not provided when due.
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 | $75,946 | $69,305+9.6% | $82,313-7.7% | $69,631+9.1% |
| Participation rate | 95.2% | 80.3%+14.9pp | 76.9%+18.3pp | 70.7%+24.5pp |
| Annual return | 16.94% | 21.47%-4.5pp | 25.88%-8.9pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $1,072 | $1,887-43.2% | $2,428-55.8% | $2,032-47.2% |
| Participant deferral / active EE | $4,265 | $3,568+19.5% | $3,706+15.1% | $3,224+32.3% |
| Admin fee / account holder | $81 | $97-16.5% | $5,608-98.6% | $110-26.5% |