Filed December 2, 2011 (most recent of 3 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 |
|---|---|---|
FINANCIAL ENGINES2+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $818,802 |
Service code 37 · EIN 04-2647786 | Loan Processing | $567,163 |
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 | $82,004 | $329,111-75.1% | $171,082-52.1% | $329,111-75.1% |
| Participation rate | 92.7% | 67.9%+24.9pp | 76.7%+16.0pp | 67.9%+24.9pp |
| Annual return | 11.21% | 16.35%-5.1pp | 32.56%-21.4pp | 16.35%-5.1pp |
| Employer contribution / active EE | $2,646 | $2,303+14.9% | $4,002-33.9% | $2,303+14.9% |
| Participant deferral / active EE | $5,395 | $3,682+46.5% | $4,797+12.5% | $3,682+46.5% |
| Admin fee / account holder | $91 | $754-87.9% | $8,520-98.9% | $754-87.9% |