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 ENGINES5+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $982,622 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $10,725 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
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 | $107,002 | $110,760-3.4% | $162,163-34.0% | $82,204+30.2% |
| Participation rate | 98.1% | 92.7%+5.4pp | 87.6%+10.5pp | 73.4%+24.7pp |
| Annual return | 23.95% | 22.97%+1.0pp | 115.59%-91.6pp | 26.31%-2.4pp |
| Employer contribution / active EE | $5,233 | $4,437+17.9% | $5,614-6.8% | $2,707+93.3% |
| Participant deferral / active EE | $5,596 | $6,652-15.9% | $7,298-23.3% | $4,246+31.8% |
| Admin fee / account holder | $106 | $65+62.9% | $10,843-99.0% | $76+40.4% |