Filed May 21, 2012 (most recent of 4 filings on file)
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 Filed as: EDELMAN FINANCIAL ENGINES,INC Service code 27 · EIN 94-3250323 | Advisory (Plan) | $3,629,004 |
FID INV INST OPS CO5 years Service code 15 · EIN 04-2647786 | Recordkeeping | $1,997,671 |
BLACKROCK5 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 33 | Securities brokerage | $1,962,294 |
BLACKROCK5 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $1,785,011 |
SHELL USA, INC.1 year Service code 35 · EIN 13-1299890 | Employee (plan sponsor); Direct payme... | $398,842 |
FID INV INST OPS CO5 years Filed as: FID MGMT TRUST CO Service code 28 · EIN 04-2723880 | Investment Management | $248,184 |
ERNST & YOUNG LLP5 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $163,000 |
RUSSELL TRUST COMPANY6 years Filed as: RUSSELL IMPLEMENTATION SERVICES Service code 16 · EIN 81-1706025 | Consulting | $123,133 |
AON CONSULTING4 years Filed as: AON BENEFITS AND INSURANCE SERVICES Service code 16 · EIN 22-2232264 | Consulting | $34,300 |
CEM BENCHMARKING2 years Filed as: CEM BENCHMARKING INC Service code 49 · EIN 98-0180257 | Other Services | $23,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $544,026 | $140,769+286.5% | $116,228+368.1% | $140,769+286.5% |
| Participation rate | 99.5% | 74.2%+25.3pp | 74.6%+24.9pp | 74.2%+25.3pp |
| Annual return | 15.72% | 16.82%-1.1pp | 90.06%-74.3pp | 16.82%-1.1pp |
| Employer contribution / active EE | $18,281 | $3,906+368.1% | $2,994+510.5% | $3,906+368.1% |
| Participant deferral / active EE | $20,149 | $6,717+200.0% | $4,953+306.8% | $6,717+200.0% |
| Admin fee / account holder | $314 | $229+37.0% | $11,989-97.4% | $229+37.0% |