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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $58,210 |
FINANCIAL ENGINES2 years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $46,571 |
Form 5500 reported that benefits due were not provided when due.
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 | $238,936 | $107,459+122.4% | $135,903+75.8% | $80,160+198.1% |
| Participation rate | 97.1% | 78.0%+19.1pp | 81.9%+15.2pp | 72.9%+24.2pp |
| Annual return | 18.84% | 91.91%-73.1pp | 68.23%-49.4pp | 40.38%-21.5pp |
| Employer contribution / active EE | $3,755 | $3,877-3.2% | $4,856-22.7% | $2,978+26.1% |
| Participant deferral / active EE | $11,778 | $8,195+43.7% | $7,758+51.8% | $5,017+134.7% |
| Admin fee / account holder | $65 | $127-48.6% | $10,762-99.4% | $145-55.0% |