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 ENGINES8 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $25,693 |
GRANT THORNTON LLP8 years Service code 27 · EIN 36-6055558 | Advisory (Plan) | $25,238 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $11,688 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,075 | $76,050+44.7% | $96,544+14.0% | $71,457+54.0% |
| Participation rate | 94.5% | 74.4%+20.1pp | 76.0%+18.6pp | 67.9%+26.6pp |
| Annual return | 17.68% | 22.81%-5.1pp | 25.84%-8.2pp | 28.85%-11.2pp |
| Employer contribution / active EE | $2,723 | $2,244+21.3% | $2,965-8.1% | $2,588+5.2% |
| Participant deferral / active EE | $4,762 | $4,215+13.0% | $4,851-1.8% | $4,289+11.0% |
| Admin fee / account holder | $106 | $2,707-96.1% | $8,252-98.7% | $1,587-93.3% |