Filed December 20, 1996
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 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 LLC6 years Filed as: ALIGHT FINANCIAL ADVISORS Service code 26 7201 HEWITT ASSOCIATE DRIVE · CHARLOTTE, NC 28262 | Advisory (Participants) | $1,525,610 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,049 | $152,104+72.3% | $184,203+42.3% | $106,382+146.3% |
| Participation rate | 97.1% | 85.9%+11.2pp | 86.8%+10.3pp | 69.9%+27.2pp |
| Annual return | 11.84% | 20.70%-8.9pp | 28.81%-17.0pp | 17.37%-5.5pp |
| Employer contribution / active EE | $4,965 | $5,326-6.8% | $6,427-22.8% | $3,364+47.6% |
| Participant deferral / active EE | $10,905 | $8,559+27.4% | $9,131+19.4% | $5,569+95.8% |
| Admin fee / account holder | $80 | $103-21.8% | $13,901-99.4% | $79+1.2% |