Filed July 28, 2006 (most recent of 3 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 77-0473565 | Advisory (Plan) | $1,000,286 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $20,864 |
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 | $89,556 | $104,281-14.1% | $140,016-36.0% | $68,904+30.0% |
| Participation rate | 93.1% | 89.1%+4.0pp | 87.5%+5.6pp | 74.1%+18.9pp |
| Annual return | -5.36% | -1.33%-4.0pp | 651.12%-656.5pp | 1.07%-6.4pp |
| Employer contribution / active EE | $4,832 | $4,070+18.7% | $5,606-13.8% | $2,540+90.2% |
| Participant deferral / active EE | $5,064 | $6,129-17.4% | $6,927-26.9% | $4,015+26.1% |
| Admin fee / account holder | $118 | $79+49.7% | $10,705-98.9% | $71+65.3% |