Filed April 23, 2024 (most recent of 4 filings on file)
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 |
|---|---|---|
ALIGHT SOLUTIONS LLC7 years Service code 15 200 WEST STREET · WALTHAM, MA 02451 | Recordkeeping | $2,620,380 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $421,753 |
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON LLC Service code 11 · EIN 53-0181291 | Actuarial | $376,666 |
CONDUENT HR CONSULTING, LLC7 years Filed as: CONDUENT Service code 15 · EIN 16-0468020 | Recordkeeping | $107,939 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN LEWIS AND BOCHIUS LLP Service code 29 · EIN 25-6631509 | Legal | $45,521 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $414,698-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.8%-46.8pp | 0.0%0pp |
| Annual return | 14.65% | 9.57%+5.1pp | 8.80%+5.8pp | 9.57%+5.1pp |
| Employer contribution / active EE | $2,983 | $8,891-66.4% | $29,429-89.9% | $8,891-66.4% |
| Participant deferral / active EE | $1 | $333-99.6% | $58-97.6% | $333-99.6% |
| Admin fee / account holder | $0 | $0 | $10,933-100.0% | - |