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 ENGINES2 years Service code 26 · EIN 77-0473565 | Advisory (Participants) | $547,624 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $45,168 |
GRANT THORNTON LLP2 years Service code 49 · EIN 36-6055558 | Other Services | $21,133 |
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 | $116,194 | $88,730+31.0% | $82,313+41.2% | $77,958+49.0% |
| Participation rate | 97.2% | 84.5%+12.6pp | 76.9%+20.3pp | 71.6%+25.5pp |
| Annual return | 18.29% | 20.88%-2.6pp | 25.88%-7.6pp | 20.87%-2.6pp |
| Employer contribution / active EE | $4,955 | $2,758+79.6% | $2,428+104.1% | $2,310+114.5% |
| Participant deferral / active EE | $5,631 | $4,634+21.5% | $3,706+51.9% | $3,537+59.2% |
| Admin fee / account holder | $100 | $74+34.7% | $5,608-98.2% | $97+2.3% |