Filed February 7, 2008
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 ENGINES3+ years Filed as: FINANCIAL ENGINES, INC. Service code 26 · EIN 94-3250323 | Advisory (Participants) | $661,671 |
Service code 28 · EIN 33-1077887 | Investment Management | $525,908 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $426,750 |
HEWITT ASSOCIATES LLC3+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $185,477 |
THE BANK OF NEW YORK MELLON3+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $176,200 |
SHENKMAN CAPITAL MANAGEMENT2 years Filed as: SHENKMAN CAPITAL MANAGEMENT, INC Service code 28 · EIN 13-3280361 | Investment Management | $162,433 |
CURCIO WEBB1 year Filed as: CURCIO WEBB LLC Service code 16 · EIN 36-4171366 | Consulting | $86,834 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT FINANCIAL SOLUTIONS LLC Service code 33 · EIN 82-1061233 | Distribution (12b-1) fees; Securities... | $13,005 |
LITTLER MENDELSON, P.C.2 years Filed as: LITTLER MENDELSON Service code 29 · EIN 94-2602731 | Legal | $9,177 |
HEWITT ASSOCIATES LLC3+ years Filed as: HEWITT FINANCIAL SERVICES LLC Service code 33 · EIN 36-3943169 | Finders' fees / placement fees; Secur... | $8,290 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,705 | $96,400+78.1% | $149,718+14.7% | $177,276-3.1% |
| Participation rate | 98.2% | 88.9%+9.3pp | 87.1%+11.1pp | 74.8%+23.4pp |
| Annual return | 15.35% | 19.02%-3.7pp | 1501.63%-1486.3pp | 21.25%-5.9pp |
| Employer contribution / active EE | $7,883 | $3,680+114.2% | $5,445+44.8% | $2,479+218.0% |
| Participant deferral / active EE | $10,620 | $5,510+92.7% | $6,569+61.7% | $3,881+173.7% |
| Admin fee / account holder | $242 | $69+248.4% | $11,283-97.9% | $154+56.8% |