Filed January 18, 2006 (most recent of 2 filings on file)
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) | $545,976 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $50,480 |
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 | $285,110 | $159,391+78.9% | $102,423+178.4% | $99,062+187.8% |
| Participation rate | 97.1% | 88.6%+8.5pp | 76.5%+20.6pp | 71.6%+25.5pp |
| Annual return | 16.40% | 19.03%-2.6pp | 29.32%-12.9pp | 17.66%-1.3pp |
| Employer contribution / active EE | $7,832 | $4,207+86.2% | $3,023+159.1% | $3,262+140.1% |
| Participant deferral / active EE | $15,151 | $7,498+102.1% | $5,053+199.8% | $5,331+184.2% |
| Admin fee / account holder | $71 | $159-55.7% | $9,451-99.3% | $109-35.3% |