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 ENGINES8 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $10,044,953 |
WILLIS TOWERS WATSON US LLC4 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 | -$1,979,495 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $122,488 | $73,283+67.1% | $155,509-21.2% | $106,382+15.1% |
| Participation rate | 88.3% | 73.3%+15.1pp | 78.2%+10.2pp | 69.9%+18.5pp |
| Annual return | 13.26% | 15.77%-2.5pp | 64.67%-51.4pp | 17.37%-4.1pp |
| Employer contribution / active EE | $1,713 | $2,247-23.8% | $4,672-63.3% | $3,364-49.1% |
| Participant deferral / active EE | $7,291 | $4,580+59.2% | $5,626+29.6% | $5,569+30.9% |
| Admin fee / account holder | $77 | $56+37.4% | $15,912-99.5% | $79-2.7% |