Filed January 31, 2014 (most recent of 2 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,560 |
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $5,724 |
Service code 19 PO BOX 219502 · KANSAS CITY, MO 641219502 | Securities Custodian | $0 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 19 · EIN 04-2747644 | Securities Custodian | $0 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST CO., NA Service code 19 280 CONGRESS STREET · BOSTON, MA 02210 | Securities Custodian | $0 |
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 | $71,793 | $56,357+27.4% | $104,294-31.2% | $68,494+4.8% |
| Participation rate | 92.0% | 63.3%+28.7pp | 73.3%+18.7pp | 67.9%+24.1pp |
| Annual return | -11.41% | -9.19%-2.2pp | 24.61%-36.0pp | -7.84%-3.6pp |
| Employer contribution / active EE | $2,127 | $1,960+8.5% | $3,372-36.9% | $2,596-18.1% |
| Participant deferral / active EE | $5,865 | $3,077+90.6% | $4,625+26.8% | $4,027+45.6% |
| Admin fee / account holder | $111 | $4,903-97.7% | $7,339-98.5% | $5,403-97.9% |