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 ENGINES4 years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $488,077 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $91,023 |
GRANT THORNTON LLP4 years Service code 10 · EIN 36-6055558 | Accounting | $42,137 |
QRDO CONSULTANTS1 year Service code 29 · EIN 34-1820650 | Legal | $5,100 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $132,011 | $105,247+25.4% | $87,100+51.6% | $77,787+69.7% |
| Participation rate | 97.2% | 85.8%+11.4pp | 76.9%+20.3pp | 73.2%+23.9pp |
| Annual return | 19.43% | 24.52%-5.1pp | 28.19%-8.8pp | 32.57%-13.1pp |
| Employer contribution / active EE | $4,532 | $2,895+56.6% | $2,521+79.7% | $2,504+80.9% |
| Participant deferral / active EE | $6,380 | $5,060+26.1% | $4,049+57.6% | $3,967+60.8% |
| Admin fee / account holder | $122 | $104+16.4% | $7,497-98.4% | $100+21.5% |