Filed October 4, 2011 (most recent of 5 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 26 1804 EMBARCADERO ROAD · PALO ALTO, CA 94303 | Advisory (Participants) | $823,630 |
MERCER2+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $719,148 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $189,993 | $117,928+61.1% | $77,999+143.6% | $65,292+191.0% |
| Participation rate | 98.5% | 85.6%+12.9pp | 75.5%+23.0pp | 72.4%+26.0pp |
| Annual return | 6.35% | 11.37%-5.0pp | 425.96%-419.6pp | 11.84%-5.5pp |
| Employer contribution / active EE | $8,344 | $3,999+108.6% | $2,470+237.8% | $2,302+262.5% |
| Participant deferral / active EE | $8,959 | $5,945+50.7% | $3,497+156.2% | $3,579+150.3% |
| Admin fee / account holder | $182 | $66+174.9% | $5,480-96.7% | $57+217.1% |