Filed April 4, 2018 (most recent of 5 filings on file)
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 Filed as: ALIGHT SOLUTIONS Service code 14 · EIN 82-1061233 | Plan Administrator | $113,986 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $76,012 |
Service code 21 · EIN 13-5160382 | Bank Trustee | $53,474 |
Filed as: ACADIAN GLOBAL MANAGED VOLATILITY Service code 28 · EIN 04-2929221 | Investment Management | $33,620 |
WITHUMSMITH+BROWN, PC3+ years Filed as: MAYER BROWN LLP Service code 29 · EIN 36-1447220 | Legal | $31,343 |
DAVIS WRIGHT TREMAINE3+ years Filed as: DAVIS & GILBERT LLP Service code 29 · EIN 13-1504385 | Legal | $14,312 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -1.96% | -1.12%-0.8pp | -2.18%+0.2pp | 0.19%-2.1pp |
| Employer contribution / active EE | $10,855 | $12,052-9.9% | $38,751-72.0% | $13,763-21.1% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |