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 LLC1 year Filed as: ALIGHT FINANCIAL ADVISORS Service code 26 7201 HEWITT ASSOCIATE DRIVE · CHARLOTTE, NC 28262 | Advisory (Participants) | $738,608 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $236,159 | $110,760+113.2% | $162,163+45.6% | $82,204+187.3% |
| Participation rate | 96.9% | 92.7%+4.3pp | 87.6%+9.4pp | 73.4%+23.5pp |
| Annual return | 13.36% | 22.97%-9.6pp | 115.59%-102.2pp | 26.31%-13.0pp |
| Employer contribution / active EE | $4,258 | $4,437-4.0% | $5,614-24.2% | $2,707+57.3% |
| Participant deferral / active EE | $9,673 | $6,652+45.4% | $7,298+32.5% | $4,246+127.8% |
| Admin fee / account holder | $50 | $65-23.4% | $10,843-99.5% | $76-34.0% |