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 ENGINES8+ years Service code 26 · EIN 94-3250323 | Advisory (Participants) | $2,178,419 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,256,494 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 16 · EIN 52-1868818 | Consulting | $162,391 |
PRICEWATERHOUSECOOPERS LLP8+ years Service code 10 · EIN 13-4008324 | Accounting | $146,000 |
STATE STREET GLOBAL ADVISORS4 years Service code 16 · EIN 81-4017137 | Consulting | $100,000 |
MARCUM LLP1 year Service code 10 · EIN 11-1986323 | Accounting | $49,955 |
EVESTMENT ALLIANCE LLC3 years Service code 16 · EIN 90-0905513 | Consulting | $14,054 |
CURCIO WEBB1 year Service code 16 · EIN 36-4171366 | Consulting | $14,000 |
GROOM LAW GROUP5 years Filed as: GROOM LAW GROUP, CHARTER Service code 29 · EIN 52-1219029 | Legal | $10,948 |
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 | $151,264 | $125,578+20.5% | $86,436+75.0% | $89,394+69.2% |
| Participation rate | 97.2% | 86.1%+11.1pp | 80.3%+16.9pp | 71.3%+25.9pp |
| Annual return | -15.21% | -16.42%+1.2pp | 4394.89%-4410.1pp | -11.89%-3.3pp |
| Employer contribution / active EE | $7,254 | $4,137+75.3% | $3,769+92.5% | $3,022+140.0% |
| Participant deferral / active EE | $10,175 | $9,976+2.0% | $6,952+46.4% | $5,123+98.6% |
| Admin fee / account holder | $190 | $94+101.5% | $6,731-97.2% | $79+138.9% |