Filed December 10, 2005
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,254,097 |
FINANCIAL ENGINES1+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $914,050 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $107,044 | $111,064-3.6% | $67,652+58.2% | $69,651+53.7% |
| Participation rate | 97.4% | 86.0%+11.4pp | 75.7%+21.7pp | 66.6%+30.8pp |
| Annual return | -0.48% | 2.77%-3.2pp | 6625.04%-6625.5pp | 53.77%-54.2pp |
| Employer contribution / active EE | $5,756 | $3,328+72.9% | $2,266+154.1% | $2,241+156.9% |
| Participant deferral / active EE | $5,095 | $6,396-20.3% | $3,560+43.1% | $3,635+40.1% |
| Admin fee / account holder | $70 | $72-2.3% | $4,821-98.5% | $63+11.0% |