Filed January 26, 2016 (most recent of 2 filings on file)
Total covered: 188 employees
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 ENGINES11+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $694,225 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $378,407 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,878 | $141,850+16.2% | $112,040+47.2% | $118,972+38.6% |
| Participation rate | 96.3% | 92.6%+3.7pp | 76.5%+19.8pp | 78.0%+18.3pp |
| Annual return | 18.71% | 14.13%+4.6pp | 24.52%-5.8pp | 15.19%+3.5pp |
| Employer contribution / active EE | $4,871 | $4,195+16.1% | $2,954+64.9% | $3,776+29.0% |
| Participant deferral / active EE | $8,669 | $6,972+24.3% | $5,098+70.1% | $6,017+44.1% |
| Admin fee / account holder | $105 | $69+51.8% | $12,098-99.1% | $127-16.9% |