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 ENGINES4 years Filed as: FINANCIAL ENGINES, INC. Service code 26 · EIN 94-3250323 | Advisory (Participants) | $834,887 |
MSX INTERNATIONAL2 years Filed as: MSX INTERNATIONAL/GEOMETRIC RESULTS Service code 13 26555 EVERGREEN ROAD · SOUTHFIELD, MI 48076 | Contract Administrator | $39,174 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $5,776 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,954 | $105,247+91.9% | $87,100+131.9% | $77,787+159.6% |
| Participation rate | 73.9% | 85.8%-11.9pp | 76.9%-3.0pp | 73.2%+0.7pp |
| Annual return | 25.48% | 24.52%+1.0pp | 28.19%-2.7pp | 32.57%-7.1pp |
| Employer contribution / active EE | $7,979 | $2,895+175.7% | $2,521+216.5% | $2,504+218.6% |
| Participant deferral / active EE | $7,506 | $5,060+48.4% | $4,049+85.4% | $3,967+89.2% |
| Admin fee / account holder | $226 | $104+116.5% | $7,497-97.0% | $100+126.0% |