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 ENGINES5 years Filed as: EDELMAN FINANCIAL ENGINES,INC Service code 27 · EIN 94-3250323 | Advisory (Plan) | $3,631,166 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 33 | Securities brokerage | $2,228,611 |
FID INV INST OPS CO4 years Service code 15 · EIN 04-2647786 | Recordkeeping | $2,027,388 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $1,851,273 |
FID INV INST OPS CO4 years Filed as: FID MGMT TRUST CO Service code 28 · EIN 04-2723880 | Investment Management | $244,200 |
ERNST & YOUNG LLP4 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $163,000 |
RUSSELL TRUST COMPANY5 years Filed as: RUSSELL IMPLEMENTATION SERVICES Service code 16 · EIN 81-1706025 | Consulting | $118,945 |
PENSION ASSURANCE LLP1 year Filed as: PENSION AND SAVINGS ANALYST Service code 35 · EIN 13-1299890 | Employee (plan sponsor); Direct payme... | $107,761 |
IT MANAGER1 year Filed as: MANAGER PENSION ADMINISTRATION Service code 35 · EIN 13-1299890 | Employee (plan sponsor); Direct payme... | $92,056 |
PENSION ASSURANCE LLP1 year Filed as: PENSION PROJECT MANAGER Service code 35 · EIN 13-1299890 | Direct payment from the plan; Employe... | $90,726 |
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 | $475,965 | $244,991+94.3% | $106,213+348.1% | $106,382+347.4% |
| Participation rate | 99.6% | 88.4%+11.2pp | 75.3%+24.3pp | 69.9%+29.7pp |
| Annual return | 13.19% | 13.48%-0.3pp | 116.14%-103.0pp | 17.37%-4.2pp |
| Employer contribution / active EE | $17,371 | $8,816+97.0% | $3,171+447.7% | $3,364+416.4% |
| Participant deferral / active EE | $19,039 | $11,442+66.4% | $5,016+279.6% | $5,569+241.9% |
| Admin fee / account holder | $304 | $88+245.9% | $11,033-97.2% | $79+284.1% |