Filed November 8, 2014
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 26 · EIN 77-0473565 | Advisory (Participants) | $579,301 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $452,743 |
CALLAN LLC5+ years Filed as: CALLAN ASSOCIATES Service code 27 · EIN 94-2192581 | Advisory (Plan) | $170,092 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $41,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $321,658 | $176,491+82.3% | $95,952+235.2% | $90,288+256.3% |
| Participation rate | 98.8% | 86.6%+12.2pp | 77.1%+21.7pp | 73.4%+25.4pp |
| Annual return | 18.70% | 20.14%-1.4pp | 91.61%-72.9pp | 53.97%-35.3pp |
| Employer contribution / active EE | $5,493 | $2,789+97.0% | $2,541+116.2% | $2,524+117.6% |
| Participant deferral / active EE | $12,748 | $5,340+138.8% | $4,167+205.9% | $4,232+201.2% |
| Admin fee / account holder | $320 | $154+107.5% | $6,795-95.3% | $114+180.3% |