Filed November 2, 2022 (most recent of 2 filings on file)
Total covered: 4,501 employees
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 |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $9,376,000 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK AND TRUST CO Service code 28 · EIN 04-1867445 | Investment Management | $446,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $276,649 | $178,759+54.8% | $102,438+170.1% | $106,408+160.0% |
| Participation rate | 98.2% | 91.3%+6.9pp | 76.5%+21.7pp | 69.9%+28.3pp |
| Annual return | 15.27% | 17.23%-2.0pp | 29.37%-14.1pp | 17.37%-2.1pp |
| Employer contribution / active EE | $8,775 | $5,750+52.6% | $3,024+190.2% | $3,361+161.0% |
| Participant deferral / active EE | $13,994 | $9,466+47.8% | $5,054+176.9% | $5,567+151.4% |
| Admin fee / account holder | $47 | $62-24.9% | $9,448-99.5% | $79-41.1% |