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 ENGINES6 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $8,273,480 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 37 · EIN 52-1868818 | Loan Processing | $7,360 |
Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INV INS OP COM, INC Service code 15 · EIN 04-2647786 | Recordkeeping | -$1,306,990 |
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 | $98,263 | $83,057+18.3% | $143,757-31.6% | $89,394+9.9% |
| Participation rate | 85.8% | 74.0%+11.8pp | 80.3%+5.5pp | 71.3%+14.5pp |
| Annual return | -12.76% | -13.97%+1.2pp | -0.04%-12.7pp | -11.89%-0.9pp |
| Employer contribution / active EE | $1,550 | $2,095-26.0% | $4,951-68.7% | $3,022-48.7% |
| Participant deferral / active EE | $6,433 | $4,281+50.3% | $5,637+14.1% | $5,123+25.6% |
| Admin fee / account holder | $72 | $83-12.9% | $14,673-99.5% | $79-9.0% |