Filed August 8, 2012 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $164,333 |
FINANCIAL ENGINES3 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $85,294 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT INC Service code 16 · EIN 30-0282430 | Consulting | $28,267 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN Service code 16 · EIN 41-0746749 | Consulting | $26,250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $103,709 | $136,266-23.9% | $90,749+14.3% | $77,904+33.1% |
| Participation rate | 98.8% | 86.6%+12.1pp | 75.7%+23.1pp | 73.7%+25.1pp |
| Annual return | -14.50% | -11.32%-3.2pp | -12.16%-2.3pp | 12.21%-26.7pp |
| Employer contribution / active EE | $6,214 | $4,215+47.4% | $2,921+112.7% | $2,848+118.2% |
| Participant deferral / active EE | $6,899 | $6,353+8.6% | $4,564+51.2% | $4,806+43.6% |
| Admin fee / account holder | $113 | $399-71.6% | $8,445-98.7% | $133-14.4% |