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 ENGINES3+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $471,369 |
Service code 37 · EIN 04-2647786 | Loan Processing | $55,519 |
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 | $192,638 | $88,730+117.1% | $82,313+134.0% | $77,958+147.1% |
| Participation rate | 98.6% | 84.5%+14.0pp | 76.9%+21.7pp | 71.6%+26.9pp |
| Annual return | 19.51% | 20.88%-1.4pp | 25.88%-6.4pp | 20.87%-1.4pp |
| Employer contribution / active EE | $7,577 | $2,758+174.7% | $2,428+212.0% | $2,310+227.9% |
| Participant deferral / active EE | $10,535 | $4,634+127.3% | $3,706+184.3% | $3,537+197.9% |
| Admin fee / account holder | $76 | $74+3.2% | $5,608-98.6% | $97-21.6% |