Filed March 7, 2013
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 ENGINES2 years Filed as: FINANCIAL ENGINES, INC. Service code 26 · EIN 94-3250323 | Advisory (Participants) | $763,920 |
Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 20-2185976 | Recordkeeping | $398,139 |
Filed as: NEW YORK LIFE INSURANCE Service code 23 · EIN 13-5582869 | Direct payment from the plan; Insuran... | $102,393 |
Service code 13 · EIN 26-3082312 | Contract Administrator | $25,805 |
Service code 27 · EIN 02-0623132 | Advisory (Plan) | $5,606 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 25 · EIN 36-1561860 | Directed Trustee | $1,160 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,710 | $88,730+96.9% | $82,313+112.3% | $77,958+124.1% |
| Participation rate | 96.0% | 84.5%+11.5pp | 76.9%+19.1pp | 71.6%+24.4pp |
| Annual return | 19.20% | 20.88%-1.7pp | 25.88%-6.7pp | 20.87%-1.7pp |
| Employer contribution / active EE | $11,216 | $2,758+306.7% | $2,428+361.9% | $2,310+385.4% |
| Participant deferral / active EE | $9,379 | $4,634+102.4% | $3,706+153.1% | $3,537+165.2% |
| Admin fee / account holder | $186 | $74+151.3% | $5,608-96.7% | $97+90.9% |