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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $335,518 |
FINANCIAL ENGINES6+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $329,781 |
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 | $243,256 | $124,049+96.1% | $95,952+153.5% | $93,223+160.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 77.1%+22.9pp | 74.9%+25.1pp |
| Annual return | 19.57% | 22.17%-2.6pp | 91.61%-72.0pp | 19.29%+0.3pp |
| Employer contribution / active EE | $7,634 | $3,478+119.5% | $2,541+200.4% | $2,680+184.9% |
| Participant deferral / active EE | $12,151 | $6,147+97.7% | $4,167+191.6% | $4,563+166.3% |
| Admin fee / account holder | $86 | $73+18.1% | $6,795-98.7% | $79+8.4% |