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 ENGINES6+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $1,033,520 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$103,197 |
Form 5500 reported that benefits due were not provided when due.
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 | $120,126 | $122,602-2.0% | $177,821-32.4% | $93,223+28.9% |
| Participation rate | 98.3% | 91.3%+7.0pp | 87.7%+10.5pp | 74.9%+23.4pp |
| Annual return | 21.19% | 22.53%-1.3pp | 48.32%-27.1pp | 19.29%+1.9pp |
| Employer contribution / active EE | $5,693 | $4,338+31.2% | $5,918-3.8% | $2,680+112.5% |
| Participant deferral / active EE | $6,275 | $7,134-12.0% | $7,714-18.7% | $4,563+37.5% |
| Admin fee / account holder | $91 | $62+47.3% | $12,427-99.3% | $79+14.6% |