Filed August 7, 2007
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) | $2,922,731 |
PRICEWATERHOUSECOOPERS LLP6+ years Service code 10 · EIN 13-4008324 | Accounting | $85,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,324,571 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 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 | $276,475 | $164,350+68.2% | $95,952+188.1% | $106,222+160.3% |
| Participation rate | 94.6% | 90.5%+4.1pp | 77.1%+17.5pp | 70.8%+23.7pp |
| Annual return | 17.65% | 14.56%+3.1pp | 91.61%-74.0pp | 21.69%-4.0pp |
| Employer contribution / active EE | $7,381 | $4,292+72.0% | $2,541+190.5% | $2,723+171.0% |
| Participant deferral / active EE | $14,934 | $7,854+90.1% | $4,167+258.4% | $4,600+224.7% |
| Admin fee / account holder | $96 | $65+46.8% | $6,795-98.6% | $78+22.6% |