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 ENGINES5 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $7,997,936 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 37 · EIN 52-1868818 | Loan Processing | $7,360 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INV INS OP COM, INC Service code 15 · EIN 04-2647786 | Recordkeeping | -$358,874 |
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 | $117,379 | $68,062+72.5% | $185,823-36.8% | $106,520+10.2% |
| Participation rate | 86.4% | 75.2%+11.2pp | 81.7%+4.7pp | 71.3%+15.1pp |
| Annual return | 16.22% | 18.20%-2.0pp | 122.05%-105.8pp | 19.28%-3.1pp |
| Employer contribution / active EE | $1,569 | $1,997-21.4% | $5,167-69.6% | $2,840-44.8% |
| Participant deferral / active EE | $6,325 | $3,990+58.5% | $5,568+13.6% | $4,948+27.8% |
| Admin fee / account holder | $83 | $53+58.2% | $16,237-99.5% | $75+12.0% |