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 ENGINES5+ years Service code 27 · EIN 47-5324976 | Advisory (Plan) | $321,304 |
Service code 37 · EIN 04-2647786 | Loan Processing | $267,283 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,819 | $117,238+79.8% | $87,100+142.0% | $82,204+156.5% |
| Participation rate | 98.1% | 87.2%+10.9pp | 76.9%+21.2pp | 73.4%+24.7pp |
| Annual return | 23.55% | 25.80%-2.3pp | 28.19%-4.6pp | 26.31%-2.8pp |
| Employer contribution / active EE | $7,552 | $3,535+113.6% | $2,521+199.5% | $2,707+179.0% |
| Participant deferral / active EE | $11,629 | $5,976+94.6% | $4,049+187.2% | $4,246+173.9% |
| Admin fee / account holder | $78 | $81-4.3% | $7,497-99.0% | $76+2.9% |