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 ENGINES8+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $397,921 |
Service code 37 · EIN 04-2647786 | Loan Processing | $322,209 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $198,351 | $106,087+87.0% | $86,677+128.8% | $78,044+154.2% |
| Participation rate | 98.5% | 89.6%+8.9pp | 76.6%+21.9pp | 74.4%+24.1pp |
| Annual return | -17.84% | -14.87%-3.0pp | 35.91%-53.7pp | 10.87%-28.7pp |
| Employer contribution / active EE | $7,354 | $4,110+78.9% | $2,836+159.3% | $3,125+135.4% |
| Participant deferral / active EE | $12,387 | $6,851+80.8% | $4,656+166.1% | $5,084+143.6% |
| Admin fee / account holder | $84 | $81+2.9% | $7,493-98.9% | $79+5.9% |