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 ENGINES8 years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $3,611,306 |
PRICEWATERHOUSECOOPERS LLP10+ years Service code 10 · EIN 13-4008324 | Accounting | $93,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,231,180 |
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 | $315,410 | $178,759+76.4% | $102,423+207.9% | $106,382+196.5% |
| Participation rate | 98.8% | 91.3%+7.5pp | 76.5%+22.3pp | 69.9%+28.9pp |
| Annual return | 22.46% | 17.23%+5.2pp | 29.32%-6.9pp | 17.37%+5.1pp |
| Employer contribution / active EE | $8,868 | $5,750+54.2% | $3,023+193.3% | $3,364+163.7% |
| Participant deferral / active EE | $18,859 | $9,466+99.2% | $5,053+273.2% | $5,569+238.7% |
| Admin fee / account holder | $94 | $62+50.9% | $9,451-99.0% | $79+18.3% |