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 ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES,INC Service code 27 · EIN 94-3250323 | Advisory (Plan) | $5,071,295 |
BLACKROCK6+ years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 28 · EIN 94-3112180 | Investment Management | $4,564,121 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $3,079,492 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 28 · EIN 20-2159373 | Investment Management | $708,451 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 28 · EIN 04-2723880 | Investment Management | $281,785 |
D. ANDRUS2 years Service code 35 · EIN 13-1299890 | Employee (plan sponsor); Direct payme... | $152,925 |
ERNST & YOUNG LLP2 years Service code 10 · EIN 13-4008324 | Accounting | $137,000 |
J. CARRIER2 years Filed as: J CARRIER Service code 35 · EIN 13-1299890 | Employee (plan sponsor); Direct payme... | $106,116 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL IMPLEMENTATION SERVICES Service code 28 · EIN 81-1706025 | Investment Management | $100,453 |
M. LAUDERDALE1 year Service code 35 · EIN 13-1299890 | Direct payment from the plan; Employe... | $76,471 |
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 | $396,900 | $430,560-7.8% | $98,907+301.3% | $106,222+273.7% |
| Participation rate | 99.5% | 86.2%+13.3pp | 76.0%+23.5pp | 70.8%+28.7pp |
| Annual return | 11.28% | 17.89%-6.6pp | 196.43%-185.1pp | 21.69%-10.4pp |
| Employer contribution / active EE | $12,380 | $6,804+82.0% | $2,689+360.4% | $2,723+354.6% |
| Participant deferral / active EE | $15,902 | $9,623+65.3% | $4,244+274.7% | $4,600+245.7% |
| Admin fee / account holder | $361 | $220+63.6% | $6,642-94.6% | $78+359.8% |