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 ENGINES7 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $3,183,153 |
PRICEWATERHOUSECOOPERS LLP9+ years Service code 10 · EIN 13-4008324 | Accounting | $90,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$868,088 |
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 | $282,125 | $161,802+74.4% | $96,544+192.2% | $96,393+192.7% |
| Participation rate | 98.4% | 92.5%+5.9pp | 76.0%+22.4pp | 71.3%+27.1pp |
| Annual return | 21.52% | 18.41%+3.1pp | 25.84%-4.3pp | 22.88%-1.4pp |
| Employer contribution / active EE | $8,924 | $5,381+65.8% | $2,965+201.0% | $3,238+175.6% |
| Participant deferral / active EE | $17,914 | $8,927+100.7% | $4,851+269.3% | $5,455+228.4% |
| Admin fee / account holder | $101 | $61+65.8% | $8,252-98.8% | $74+36.6% |