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 | $1,334,502 |
FINANCIAL ENGINES2+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,094,336 |
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 | $115,768 | $126,925-8.8% | $74,183+56.1% | $329,111-64.8% |
| Participation rate | 99.1% | 87.5%+11.5pp | 76.6%+22.4pp | 67.9%+31.2pp |
| Annual return | 8.37% | 10.67%-2.3pp | 17.74%-9.4pp | 16.35%-8.0pp |
| Employer contribution / active EE | $5,861 | $3,536+65.7% | $2,370+147.3% | $2,303+154.5% |
| Participant deferral / active EE | $5,382 | $6,619-18.7% | $3,550+51.6% | $3,682+46.2% |
| Admin fee / account holder | $76 | $64+19.0% | $5,586-98.6% | $754-90.0% |