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 LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $2,760,000 |
Filed as: STATE STREET BANK AND TRUST CO Service code 28 · EIN 04-1867445 | Investment Management | $248,000 |
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 | $425,243 | $138,331+207.4% | $86,677+390.6% | $89,394+375.7% |
| Participation rate | 96.5% | 88.9%+7.7pp | 76.6%+20.0pp | 71.3%+25.3pp |
| Annual return | 58.84% | -11.72%+70.6pp | 35.91%+22.9pp | -11.89%+70.7pp |
| Employer contribution / active EE | $5,697 | $4,812+18.4% | $2,836+100.8% | $3,022+88.5% |
| Participant deferral / active EE | $12,182 | $8,027+51.8% | $4,656+161.7% | $5,123+137.8% |
| Admin fee / account holder | $27 | $64-57.7% | $7,493-99.6% | $79-65.9% |