Filed November 8, 2016
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 ENGINES2 years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $909,003 |
Service code 37 · EIN 04-2647786 | Loan Processing | $479,613 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 17 · EIN 52-1868818 | Pension Consulting | $383,680 |
Filed as: BANKS FINLEY WHITE AND CO Service code 10 · EIN 58-1779663 | Accounting | $31,090 |
GROOM LAW GROUP1 year Service code 29 · EIN 52-1219029 | Legal | $16,526 |
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 | $133,681 | $106,382+25.7% | $81,382+64.3% | $106,382+25.7% |
| Participation rate | 93.0% | 69.9%+23.1pp | 69.5%+23.5pp | 69.9%+23.1pp |
| Annual return | 13.38% | 17.37%-4.0pp | 24.73%-11.4pp | 17.37%-4.0pp |
| Employer contribution / active EE | $5,211 | $3,364+54.9% | $2,463+111.6% | $3,364+54.9% |
| Participant deferral / active EE | $7,115 | $5,569+27.8% | $3,883+83.2% | $5,569+27.8% |
| Admin fee / account holder | $114 | $79+44.1% | $5,768-98.0% | $79+44.1% |