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 ENGINES3+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $948,807 |
Service code 37 · EIN 04-2647786 | Loan Processing | $679,918 |
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 | $99,008 | $80,976+22.3% | $185,117-46.5% | $80,976+22.3% |
| Participation rate | 94.3% | 68.3%+26.1pp | 77.3%+17.1pp | 68.3%+26.1pp |
| Annual return | 20.97% | 22.91%-1.9pp | 40.50%-19.5pp | 22.91%-1.9pp |
| Employer contribution / active EE | $2,947 | $2,402+22.7% | $4,182-29.5% | $2,402+22.7% |
| Participant deferral / active EE | $6,131 | $3,848+59.3% | $5,045+21.5% | $3,848+59.3% |
| Admin fee / account holder | $106 | $67+57.1% | $8,159-98.7% | $67+57.1% |