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 ENGINES3 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $5,495,195 |
Filed as: FIDELITY INV INST OP CO, INC Service code 60 | Sub-TA Fees | $1,794,864 |
Filed as: FIDELITY INV INS OP COM, INC Service code 15 · EIN 04-2647786 | Recordkeeping | $161,322 |
Filed as: FIDELITY INV INST CO, INC Service code 60 | Sub-TA Fees | $0 |
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 | $92,417 | $58,202+58.8% | $172,739-46.5% | $89,569+3.2% |
| Participation rate | 87.9% | 72.8%+15.1pp | 82.6%+5.3pp | 69.6%+18.4pp |
| Annual return | 22.42% | 61.59%-39.2pp | 802.84%-780.4pp | 34.56%-12.1pp |
| Employer contribution / active EE | $1,453 | $1,759-17.4% | $5,143-71.8% | $2,584-43.8% |
| Participant deferral / active EE | $5,671 | $3,335+70.1% | $5,198+9.1% | $4,220+34.4% |
| Admin fee / account holder | $68 | $53+30.1% | $13,954-99.5% | $72-4.6% |