Filed October 4, 2011
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 ENGINES6+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $1,618,841 |
Service code 37 · EIN 04-2647786 | Loan Processing | $971,009 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 16 · EIN 52-1868818 | Consulting | $137,328 |
STATE STREET GLOBAL ADVISORS2 years Service code 16 · EIN 81-4017137 | Consulting | $75,000 |
EVESTMENT ALLIANCE LLC1 year Service code 16 · EIN 90-0905513 | Consulting | $12,784 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,681 | $139,618+37.3% | $100,516+90.7% | $106,222+80.5% |
| Participation rate | 95.3% | 83.2%+12.1pp | 79.4%+15.9pp | 70.8%+24.5pp |
| Annual return | 12.04% | 22.24%-10.2pp | 30.89%-18.8pp | 21.69%-9.7pp |
| Employer contribution / active EE | $3,285 | $3,379-2.8% | $3,418-3.9% | $2,723+20.6% |
| Participant deferral / active EE | $10,052 | $8,459+18.8% | $6,270+60.3% | $4,600+118.5% |
| Admin fee / account holder | $237 | $91+160.6% | $8,081-97.1% | $78+202.0% |