Filed February 10, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 4-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 |
|---|---|---|
THE BANK OF NEW YORK MELLON4+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $23,757 |
EAGLE CAPITAL MANAGEMENT, LLC4+ years Service code 28 · EIN 22-3361201 | Investment Management | $11,234 |
ALIGHT SOLUTIONS LLC4+ years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Securities brokerage; Finders' fees /... | $7,813 |
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 | $274,396 | $122,239+124.5% | $184,203+49.0% | $74,495+268.3% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 12.77% | 19.95%-7.2pp | 28.81%-16.0pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $8,477 | $4,537+86.8% | $6,427+31.9% | $2,623+223.2% |
| Participant deferral / active EE | $10,421 | $7,139+46.0% | $9,131+14.1% | $4,346+139.8% |
| Admin fee / account holder | $80 | $1,260-93.6% | $13,901-99.4% | $1,942-95.9% |