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 ENGINES5+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $561,331 |
Service code 37 · EIN 04-2647786 | Loan Processing | $529,171 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $450,539 |
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 | $117,492 | $89,569+31.2% | $182,532-35.6% | $89,569+31.2% |
| Participation rate | 95.0% | 69.6%+25.4pp | 78.0%+17.0pp | 69.6%+25.4pp |
| Annual return | 21.40% | 34.56%-13.2pp | 148.54%-127.1pp | 34.56%-13.2pp |
| Employer contribution / active EE | $5,009 | $2,584+93.8% | $4,076+22.9% | $2,584+93.8% |
| Participant deferral / active EE | $7,214 | $4,220+70.9% | $5,524+30.6% | $4,220+70.9% |
| Admin fee / account holder | $100 | $72+39.5% | $8,592-98.8% | $72+39.5% |