Filed February 9, 2015 (most recent of 6 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 26 · EIN 77-0473565 | Advisory (Participants) | $784,075 |
Service code 37 · EIN 04-2647786 | Loan Processing | $630,436 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,236 | $92,813+58.6% | $108,745+35.4% | $65,292+125.5% |
| Participation rate | 96.7% | 84.5%+12.2pp | 77.7%+19.0pp | 72.4%+24.2pp |
| Annual return | 8.13% | 14.67%-6.5pp | 46.22%-38.1pp | 11.84%-3.7pp |
| Employer contribution / active EE | $3,240 | $3,016+7.4% | $3,323-2.5% | $2,302+40.7% |
| Participant deferral / active EE | $8,816 | $5,191+69.8% | $5,121+72.1% | $3,579+146.4% |
| Admin fee / account holder | $319 | $56+468.4% | $6,144-94.8% | $57+456.5% |