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 ENGINES3 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $533,656 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $74,116 |
GRANT THORNTON LLP3 years Service code 10 · EIN 36-6055558 | Accounting | $25,269 |
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 | $106,720 | $78,852+35.3% | $76,768+39.0% | $75,289+41.7% |
| Participation rate | 93.4% | 85.0%+8.4pp | 77.0%+16.4pp | 72.4%+20.9pp |
| Annual return | -4.46% | -1.29%-3.2pp | 2.43%-6.9pp | -0.04%-4.4pp |
| Employer contribution / active EE | $6,229 | $2,794+122.9% | $2,485+150.7% | $2,405+159.0% |
| Participant deferral / active EE | $8,439 | $4,800+75.8% | $3,852+119.1% | $3,739+125.7% |
| Admin fee / account holder | $109 | $79+38.4% | $6,675-98.4% | $102+6.8% |