Filed March 2, 2006
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 ENGINES10+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,050,977 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $330,608 |
FINANCIAL ENGINES6 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 27 · EIN 94-3250323 | Advisory (Plan) | $30,115 |
WEAVER AND TIDWELL, LLP2 years Service code 10 · EIN 75-0786316 | Accounting | $25,568 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $321,223 | $112,623+185.2% | $106,213+202.4% | $199,593+60.9% |
| Participation rate | 98.7% | 86.2%+12.4pp | 75.3%+23.4pp | 72.0%+26.7pp |
| Annual return | 15.93% | 15.57%+0.4pp | 116.14%-100.2pp | 34.25%-18.3pp |
| Employer contribution / active EE | $9,374 | $4,575+104.9% | $3,171+195.6% | $3,034+208.9% |
| Participant deferral / active EE | $15,586 | $6,659+134.0% | $5,016+210.7% | $5,087+206.4% |
| Admin fee / account holder | $239 | $107+123.7% | $11,033-97.8% | $269-11.0% |