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 ENGINES7 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $29,601 |
GRANT THORNTON LLP7 years Service code 27 · EIN 36-6055558 | Advisory (Plan) | $23,400 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $9,350 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,041 | $65,435+49.8% | $86,677+13.1% | $66,914+46.5% |
| Participation rate | 94.6% | 75.5%+19.1pp | 76.6%+18.0pp | 69.8%+24.8pp |
| Annual return | -17.93% | -10.89%-7.0pp | 35.91%-53.8pp | 1.58%-19.5pp |
| Employer contribution / active EE | $2,641 | $2,153+22.6% | $2,836-6.9% | $2,544+3.8% |
| Participant deferral / active EE | $5,030 | $4,100+22.7% | $4,656+8.0% | $4,237+18.7% |
| Admin fee / account holder | $92 | $642-85.6% | $7,493-98.8% | $593-84.4% |