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 ENGINES7+ years Service code 26 · EIN 77-0473565 | Advisory (Participants) | $681,082 |
Service code 12 · EIN 04-2647786 | Recordkeeping and information managem... | $456,810 |
CALLAN LLC6+ years Filed as: CALLAN ASSOCIATES Service code 27 · EIN 94-2192581 | Advisory (Plan) | $175,195 |
MOSS ADAMS LLP6+ years Filed as: MOSS ADAMS 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 | $341,390 | $134,619+153.6% | $111,297+206.7% | $101,517+236.3% |
| Participation rate | 98.0% | 89.0%+9.0pp | 77.3%+20.7pp | 74.6%+23.5pp |
| Annual return | 14.83% | 17.96%-3.1pp | 54.65%-39.8pp | 21.00%-6.2pp |
| Employer contribution / active EE | $5,524 | $3,829+44.3% | $2,731+102.3% | $2,973+85.8% |
| Participant deferral / active EE | $13,399 | $6,572+103.9% | $4,487+198.6% | $4,873+175.0% |
| Admin fee / account holder | $339 | $86+293.0% | $7,964-95.7% | $139+143.2% |