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 ENGINES4+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,845,198 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,267,598 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $23,425 |
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 | $125,117 | $127,796-2.1% | $76,768+63.0% | $73,367+70.5% |
| Participation rate | 99.4% | 88.2%+11.2pp | 77.0%+22.4pp | 69.5%+29.9pp |
| Annual return | -5.37% | -2.31%-3.1pp | 2.43%-7.8pp | 173.45%-178.8pp |
| Employer contribution / active EE | $6,016 | $3,931+53.1% | $2,485+142.1% | $2,499+140.8% |
| Participant deferral / active EE | $5,942 | $6,924-14.2% | $3,852+54.3% | $4,033+47.4% |
| Admin fee / account holder | $91 | $66+37.4% | $6,675-98.6% | $68+33.5% |