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 ENGINES1 year Service code 27 · EIN 77-0473565 | Advisory (Plan) | $388,535 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $21,133 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 36-3109431 | Advisory (Plan) | $13,408 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $95,747 | $88,581+8.1% | $74,183+29.1% | $65,292+46.6% |
| Participation rate | 97.0% | 86.2%+10.8pp | 76.6%+20.3pp | 72.4%+24.5pp |
| Annual return | 6.89% | 11.72%-4.8pp | 17.74%-10.8pp | 11.84%-5.0pp |
| Employer contribution / active EE | $4,672 | $3,021+54.7% | $2,370+97.1% | $2,302+103.0% |
| Participant deferral / active EE | $5,354 | $4,898+9.3% | $3,550+50.8% | $3,579+49.6% |
| Admin fee / account holder | $67 | $60+12.6% | $5,586-98.8% | $57+17.4% |