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 ENGINES9+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $665,496 |
Service code 37 · EIN 04-2647786 | Loan Processing | $299,324 |
CALLAN LLC2 years Service code 16 · EIN 94-2192581 | Consulting | $175,861 |
MOSS ADAMS LLP4 years Service code 10 · EIN 91-0189318 | Accounting | $47,050 |
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 | $309,842 | $118,464+161.5% | $96,544+220.9% | $103,482+199.4% |
| Participation rate | 96.1% | 89.0%+7.1pp | 76.0%+20.2pp | 73.3%+22.8pp |
| Annual return | 20.54% | 18.79%+1.7pp | 25.84%-5.3pp | 33.11%-12.6pp |
| Employer contribution / active EE | $6,297 | $4,210+49.6% | $2,965+112.4% | $3,208+96.3% |
| Participant deferral / active EE | $14,995 | $7,277+106.1% | $4,851+209.1% | $5,207+188.0% |
| Admin fee / account holder | $314 | $81+287.8% | $8,252-96.2% | $114+175.4% |