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 ENGINES9 years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $535,689 |
LOGOS PENSION GROUP INC.1 year Filed as: LOGOS Service code 27 · EIN 83-1892385 | Advisory (Plan) | $94,250 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $75,650 |
GRANT THORNTON LLP9 years Service code 10 · EIN 36-6055558 | Accounting | $44,275 |
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 | $164,523 | $110,299+49.2% | $102,423+60.6% | $199,593-17.6% |
| Participation rate | 94.9% | 86.3%+8.6pp | 76.5%+18.4pp | 72.0%+23.0pp |
| Annual return | 16.81% | 35.73%-18.9pp | 29.32%-12.5pp | 34.25%-17.4pp |
| Employer contribution / active EE | $5,538 | $3,603+53.7% | $3,023+83.2% | $3,034+82.5% |
| Participant deferral / active EE | $7,814 | $6,376+22.6% | $5,053+54.7% | $5,087+53.6% |
| Admin fee / account holder | $152 | $122+24.0% | $9,451-98.4% | $269-43.6% |