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) | $60,054 |
MSX INTERNATIONAL1 year Filed as: MSX INTERNATIONAL/GEOMETRIC RESULTS Service code 13 26555 EVERGREEN ROAD · SOUTHFIELD, MI 48076 | Contract Administrator | $39,188 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 20-2185976 | Recordkeeping | $22,275 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $5,835 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,036 | $78,852-63.2% | $76,768-62.2% | $75,289-61.4% |
| Participation rate | 66.6% | 85.0%-18.4pp | 77.0%-10.4pp | 72.4%-5.9pp |
| Annual return | -4.70% | -1.29%-3.4pp | 2.43%-7.1pp | -0.04%-4.7pp |
| Employer contribution / active EE | $620 | $2,794-77.8% | $2,485-75.1% | $2,405-74.2% |
| Participant deferral / active EE | $1,532 | $4,800-68.1% | $3,852-60.2% | $3,739-59.0% |
| Admin fee / account holder | $29 | $79-63.0% | $6,675-99.6% | $102-71.4% |