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 ENGINES5 years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $40,247 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $11,687 |
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 | $104,390 | $73,638+41.8% | $95,952+8.8% | $73,488+42.1% |
| Participation rate | 92.8% | 76.2%+16.6pp | 77.1%+15.7pp | 70.7%+22.1pp |
| Annual return | 16.66% | 16.78%-0.1pp | 91.61%-75.0pp | 28.51%-11.9pp |
| Employer contribution / active EE | $1,806 | $1,863-3.1% | $2,541-28.9% | $2,270-20.4% |
| Participant deferral / active EE | $6,286 | $3,617+73.8% | $4,167+50.9% | $3,740+68.1% |
| Admin fee / account holder | $61 | $482-87.3% | $6,795-99.1% | $513-88.1% |