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 ENGINES5+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,611,909 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,231,149 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $266,204 |
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 | $150,445 | $143,368+4.9% | $87,100+72.7% | $89,569+68.0% |
| Participation rate | 99.8% | 88.2%+11.5pp | 76.9%+22.9pp | 69.6%+30.2pp |
| Annual return | 22.17% | 28.55%-6.4pp | 28.19%-6.0pp | 34.56%-12.4pp |
| Employer contribution / active EE | $6,445 | $4,012+60.6% | $2,521+155.6% | $2,584+149.4% |
| Participant deferral / active EE | $6,745 | $7,129-5.4% | $4,049+66.6% | $4,220+59.8% |
| Admin fee / account holder | $90 | $61+47.2% | $7,497-98.8% | $72+25.0% |