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 ENGINES8+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $672,933 |
Service code 37 · EIN 04-2647786 | Loan Processing | $554,870 |
CALLAN LLC1 year Service code 16 · EIN 94-2192581 | Consulting | $180,451 |
MOSS ADAMS LLP3 years Service code 10 · EIN 91-0189318 | Accounting | $45,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
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 | $263,286 | $106,087+148.2% | $86,677+203.8% | $78,044+237.4% |
| Participation rate | 96.6% | 89.6%+7.0pp | 76.6%+20.0pp | 74.4%+22.1pp |
| Annual return | -17.38% | -14.87%-2.5pp | 35.91%-53.3pp | 10.87%-28.3pp |
| Employer contribution / active EE | $5,699 | $4,110+38.7% | $2,836+100.9% | $3,125+82.4% |
| Participant deferral / active EE | $13,595 | $6,851+98.4% | $4,656+192.0% | $5,084+167.4% |
| Admin fee / account holder | $325 | $81+299.5% | $7,493-95.7% | $79+311.1% |