Filed February 16, 2007 (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 |
|---|---|---|
FINANCIAL ENGINES2+ years Service code 14 · EIN 77-0473565 | Plan Administrator | $1,103,559 |
Service code 26 · EIN 04-2647786 | Advisory (Participants) | $408,504 |
Filed as: TOWERS WATSON Service code 15 · EIN 52-1868818 | Recordkeeping | $84,982 |
BAKER TILLY US, LLP2+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $20,637 |
THOMPSON HINE2+ years Filed as: THOMPSON AND HINE LLP Service code 29 · EIN 34-0575300 | Legal | $10,935 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,835 | $82,279+90.6% | $77,999+101.1% | $63,975+145.2% |
| Participation rate | 97.7% | 84.7%+13.1pp | 75.5%+22.2pp | 71.1%+26.6pp |
| Annual return | 6.80% | 11.20%-4.4pp | 425.96%-419.2pp | 48.65%-41.8pp |
| Employer contribution / active EE | $8,246 | $3,297+150.1% | $2,470+233.8% | $2,182+278.0% |
| Participant deferral / active EE | $7,146 | $4,538+57.5% | $3,497+104.4% | $3,356+112.9% |
| Admin fee / account holder | $216 | $81+165.9% | $5,480-96.1% | $70+207.3% |