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 ENGINES1+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $371,476 |
Service code 37 · EIN 04-2647786 | Loan Processing | $51,156 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $71,957-100.0% | $67,652-100.0% | $59,188-100.0% |
| Participation rate | 0.0% | 82.7%-82.7pp | 75.7%-75.7pp | 69.4%-69.4pp |
| Annual return | 1.23% | 8.53%-7.3pp | 6625.04%-6623.8pp | 5.51%-4.3pp |
| Employer contribution / active EE | $3,756 | $2,432+54.5% | $2,266+65.8% | $2,098+79.0% |
| Participant deferral / active EE | $9,525 | $4,211+126.2% | $3,560+167.6% | $3,265+191.8% |
| Admin fee / account holder | $0 | $64-100.0% | $4,821-100.0% | $92-100.0% |