Filed September 15, 1997
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 ENGINES4+ years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $50,676 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $45,183 |
Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Shareholder servicing fees; Direct pa... | $6,818 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,533 | $48,261+193.3% | $68,793+105.7% | $55,725+154.0% |
| Participation rate | 96.3% | 71.0%+25.2pp | 72.2%+24.0pp | 70.9%+25.4pp |
| Annual return | -4.26% | -2.61%-1.7pp | -4.63%+0.4pp | 244.93%-249.2pp |
| Employer contribution / active EE | $2,948 | $1,742+69.2% | $2,625+12.3% | $2,078+41.9% |
| Participant deferral / active EE | $6,967 | $2,712+156.9% | $3,311+110.4% | $3,356+107.6% |
| Admin fee / account holder | $237 | $126+87.9% | $5,131-95.4% | $115+105.8% |