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 ENGINES7+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $720,113 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,956 |
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 | $262,697 | $134,619+95.1% | $111,297+136.0% | $101,517+158.8% |
| Participation rate | 98.1% | 89.0%+9.1pp | 77.3%+20.8pp | 74.6%+23.5pp |
| Annual return | 18.95% | 17.96%+1.0pp | 54.65%-35.7pp | 21.00%-2.0pp |
| Employer contribution / active EE | $7,317 | $3,829+91.1% | $2,731+167.9% | $2,973+146.1% |
| Participant deferral / active EE | $12,134 | $6,572+84.6% | $4,487+170.4% | $4,873+149.0% |
| Admin fee / account holder | $99 | $86+14.5% | $7,964-98.8% | $139-29.2% |