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. $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 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% |