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 ENGINES9+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $404,265 |
Service code 37 · EIN 04-2647786 | Loan Processing | $317,776 |
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 | $238,303 | $118,464+101.2% | $96,544+146.8% | $103,482+130.3% |
| Participation rate | 98.9% | 89.0%+9.9pp | 76.0%+22.9pp | 73.3%+25.6pp |
| Annual return | 21.12% | 18.79%+2.3pp | 25.84%-4.7pp | 33.11%-12.0pp |
| Employer contribution / active EE | $7,583 | $4,210+80.1% | $2,965+155.8% | $3,208+136.4% |
| Participant deferral / active EE | $14,468 | $7,277+98.8% | $4,851+198.3% | $5,207+177.8% |
| Admin fee / account holder | $80 | $81-1.6% | $8,252-99.0% | $114-30.2% |