Filed March 22, 2012 (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 Filed as: FINANCIAL ENGINES, INC. Service code 26 · EIN 94-3250323 | Advisory (Participants) | $1,514,150 |
HEWITT ASSOCIATES LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $1,419,374 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $547,868 |
INVESCO2+ years Filed as: INVESCO ADVISORS INC. Service code 28 · EIN 58-1707262 | Investment Management | $498,190 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $341,646 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST INVESTMENTS, INC. Service code 28 · EIN 45-6138589 | Investment Management | $282,760 |
ALLSTATE INSURANCE COMPANY2+ years Service code 14 · EIN 36-0719665 | Plan Administrator | $148,884 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $98,882 |
DELOITTE & TOUCHE LLP2+ years Service code 10 · EIN 13-5133500 | Accounting | $87,565 |
MERCER2+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $17,000 |
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 | $111,984 | $329,111-66.0% | $108,745+3.0% | $329,111-66.0% |
| Participation rate | 86.1% | 67.9%+18.2pp | 77.7%+8.4pp | 67.9%+18.2pp |
| Annual return | 10.04% | 16.35%-6.3pp | 46.22%-36.2pp | 16.35%-6.3pp |
| Employer contribution / active EE | $582 | $2,303-74.7% | $3,323-82.5% | $2,303-74.7% |
| Participant deferral / active EE | $5,265 | $3,682+43.0% | $5,121+2.8% | $3,682+43.0% |
| Admin fee / account holder | $115 | $754-84.7% | $6,144-98.1% | $754-84.7% |