Filed January 3, 2012
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES8+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $658,361 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $231,962 |
FIDUCIENT ADVISORS LLC2 years Service code 16 · EIN 36-4001764 | Consulting | $26,970 |
GRANT THORNTON LLP8+ years Service code 10 · EIN 36-6055558 | Accounting | $26,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$522,908 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $177,973 | $93,773+89.8% | $125,339+42.0% | $78,044+128.0% |
| Participation rate | 95.7% | 75.6%+20.1pp | 82.4%+13.3pp | 74.4%+21.2pp |
| Annual return | -20.26% | 277.78%-298.0pp | 572.05%-592.3pp | 10.87%-31.1pp |
| Employer contribution / active EE | $7,533 | $3,678+104.8% | $4,814+56.5% | $3,125+141.1% |
| Participant deferral / active EE | $10,133 | $6,971+45.4% | $7,446+36.1% | $5,084+99.3% |
| Admin fee / account holder | $165 | $67+146.7% | $10,010-98.3% | $79+109.3% |