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 |
|---|---|---|
FINANCIAL ENGINES3+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,370,383 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,360,222 |
Form 5500 reported that benefits due were not provided when due.
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 | $134,320 | $136,209-1.4% | $82,313+63.2% | $80,976+65.9% |
| Participation rate | 98.7% | 88.0%+10.7pp | 76.9%+21.8pp | 68.3%+30.4pp |
| Annual return | 17.66% | 21.54%-3.9pp | 25.88%-8.2pp | 22.91%-5.3pp |
| Employer contribution / active EE | $5,860 | $3,633+61.3% | $2,428+141.3% | $2,402+143.9% |
| Participant deferral / active EE | $5,595 | $6,693-16.4% | $3,706+51.0% | $3,848+45.4% |
| Admin fee / account holder | $82 | $62+31.6% | $5,608-98.5% | $67+21.3% |