Filed January 30, 2009 (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 8-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 27 · EIN 94-3250323 | Advisory (Plan) | $98,152 |
Service code 37 · EIN 04-2647786 | Loan Processing | $62,749 |
Form 5500 reported that benefits due were not provided when due.
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 | $282,788 | $145,877+93.9% | $150,045+88.5% | $102,872+174.9% |
| Participation rate | 97.2% | 79.8%+17.3pp | 82.3%+14.9pp | 73.0%+24.2pp |
| Annual return | 15.58% | 21.37%-5.8pp | 62.55%-47.0pp | 19.06%-3.5pp |
| Employer contribution / active EE | $4,353 | $4,710-7.6% | $4,693-7.2% | $3,526+23.4% |
| Participant deferral / active EE | $13,043 | $9,491+37.4% | $7,997+63.1% | $5,535+135.6% |
| Admin fee / account holder | $94 | $176-46.6% | $13,435-99.3% | $292-67.9% |