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 LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $7,520,000 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST CO Service code 28 · EIN 04-1867445 | Investment Management | $417,000 |
Annual investment return 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 | $245,839 | $161,802+51.9% | $96,544+154.6% | $96,393+155.0% |
| Participation rate | 98.1% | 92.5%+5.7pp | 76.0%+22.2pp | 71.3%+26.8pp |
| Annual return | 10.91% | 18.41%-7.5pp | 25.84%-14.9pp | 22.88%-12.0pp |
| Employer contribution / active EE | $7,944 | $5,381+47.6% | $2,965+167.9% | $3,238+145.3% |
| Participant deferral / active EE | $13,472 | $8,927+50.9% | $4,851+177.7% | $5,455+147.0% |
| Admin fee / account holder | $37 | $61-38.5% | $8,252-99.5% | $74-49.3% |