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 | $6,912 |
FINANCIAL ENGINES2 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $5,690 |
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 COMPANY4 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,224 | $61,605+28.6% | $112,229-29.4% | $75,163+5.4% |
| Participation rate | 90.5% | 61.7%+28.8pp | 72.4%+18.0pp | 67.2%+23.3pp |
| Annual return | 13.86% | 28.47%-14.6pp | 30.20%-16.3pp | 160.62%-146.8pp |
| Employer contribution / active EE | $1,763 | $2,015-12.5% | $3,430-48.6% | $2,670-34.0% |
| Participant deferral / active EE | $5,473 | $3,108+76.1% | $4,798+14.1% | $4,125+32.7% |
| Admin fee / account holder | $108 | $4,862-97.8% | $7,748-98.6% | $5,651-98.1% |