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 ENGINES9 years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $4,008,794 |
PRICEWATERHOUSECOOPERS LLP11+ years Service code 10 · EIN 13-4008324 | Accounting | $102,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$1,243,729 |
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 | $374,388 | $237,678+57.5% | $113,168+230.8% | $140,769+166.0% |
| Participation rate | 98.8% | 92.1%+6.7pp | 76.6%+22.3pp | 74.2%+24.7pp |
| Annual return | 18.48% | 20.63%-2.2pp | 24.27%-5.8pp | 16.82%+1.7pp |
| Employer contribution / active EE | $9,410 | $6,583+42.9% | $2,975+216.3% | $3,906+140.9% |
| Participant deferral / active EE | $20,330 | $11,080+83.5% | $5,107+298.1% | $6,717+202.7% |
| Admin fee / account holder | $102 | $66+55.3% | $12,068-99.2% | $229-55.4% |