Filed April 30, 2013 (most recent of 4 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 ENGINES1 year Service code 27 · EIN 77-0473565 | Advisory (Plan) | $4,194,733 |
Filed as: FIDELITY INV INST CO, INC Service code 60 | Sub-TA Fees | $1,337,180 |
Filed as: FIDELITY INV INST OP CO, INC Service code 60 · EIN 04-2647786 | Sub-TA Fees | $31,674 |
DORSEY & WHITNEY LLP1 year Filed as: DORSEY & WHITNEY Service code 29 · EIN 41-0223337 | Legal | $16,327 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,668 | $53,684+48.4% | $170,442-53.3% | $80,976-1.6% |
| Participation rate | 89.5% | 69.2%+20.3pp | 83.6%+5.9pp | 68.3%+21.2pp |
| Annual return | 20.87% | 25.97%-5.1pp | 205.93%-185.1pp | 22.91%-2.0pp |
| Employer contribution / active EE | $1,412 | $1,642-14.0% | $5,433-74.0% | $2,402-41.2% |
| Participant deferral / active EE | $5,376 | $3,017+78.2% | $4,939+8.8% | $3,848+39.7% |
| Admin fee / account holder | $57 | $46+22.2% | $13,880-99.6% | $67-16.0% |