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 ENGINES4+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,142,060 |
Service code 37 · EIN 04-2647786 | Loan Processing | $325,269 |
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 | $94,349 | $73,367+28.6% | $169,463-44.3% | $73,367+28.6% |
| Participation rate | 94.9% | 69.5%+25.4pp | 77.8%+17.1pp | 69.5%+25.4pp |
| Annual return | -4.78% | 173.45%-178.2pp | 1.83%-6.6pp | 173.45%-178.2pp |
| Employer contribution / active EE | $3,980 | $2,499+59.3% | $4,159-4.3% | $2,499+59.3% |
| Participant deferral / active EE | $6,692 | $4,033+65.9% | $5,277+26.8% | $4,033+65.9% |
| Admin fee / account holder | $94 | $68+37.7% | $9,109-99.0% | $68+37.7% |