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 ENGINES3 years Filed as: FINANCIAL ENGINES, INC. Service code 26 · EIN 94-3250323 | Advisory (Participants) | $570,060 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 20-2185976 | Recordkeeping | $146,818 |
MSX INTERNATIONAL1 year Filed as: MSX INTERNATIONAL/GEOMETRIC RESULTS Service code 13 26555 EVERGREEN ROAD · SOUTHFIELD, MI 48076 | Contract Administrator | $27,915 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $8,415 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,309 | $78,852+109.6% | $76,768+115.3% | $75,289+119.6% |
| Participation rate | 99.5% | 85.0%+14.5pp | 77.0%+22.5pp | 72.4%+27.0pp |
| Annual return | -5.55% | -1.29%-4.3pp | 2.43%-8.0pp | -0.04%-5.5pp |
| Employer contribution / active EE | $10,518 | $2,794+276.4% | $2,485+323.2% | $2,405+337.3% |
| Participant deferral / active EE | $9,712 | $4,800+102.3% | $3,852+152.2% | $3,739+159.8% |
| Admin fee / account holder | $147 | $79+86.5% | $6,675-97.8% | $102+44.0% |