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 ENGINES3 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $51,152 |
GRANT THORNTON LLP3 years Service code 10 · EIN 36-6055558 | Accounting | $25,269 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $7,678 |
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 | $68,489 | $65,118+5.2% | $76,768-10.8% | $55,725+22.9% |
| Participation rate | 93.5% | 79.6%+13.9pp | 77.0%+16.5pp | 70.9%+22.6pp |
| Annual return | -3.71% | -1.27%-2.4pp | 2.43%-6.1pp | 244.93%-248.6pp |
| Employer contribution / active EE | $1,627 | $1,941-16.2% | $2,485-34.5% | $2,078-21.7% |
| Participant deferral / active EE | $6,363 | $3,688+72.5% | $3,852+65.2% | $3,356+89.6% |
| Admin fee / account holder | $81 | $116-30.2% | $6,675-98.8% | $115-29.8% |