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 ENGINES4 years Service code 26 · EIN 94-3250323 | Advisory (Participants) | $50,192 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $15,227 |
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 | $92,829 | $73,404+26.5% | $87,100+6.6% | $67,579+37.4% |
| Participation rate | 94.7% | 80.9%+13.9pp | 76.9%+17.9pp | 71.3%+23.4pp |
| Annual return | 19.35% | 48.29%-28.9pp | 28.19%-8.8pp | 378.56%-359.2pp |
| Employer contribution / active EE | $1,056 | $2,014-47.5% | $2,521-58.1% | $2,148-50.8% |
| Participant deferral / active EE | $4,145 | $3,913+5.9% | $4,049+2.4% | $3,539+17.1% |
| Admin fee / account holder | $69 | $142-51.0% | $7,497-99.1% | $142-51.2% |