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 LLC2 years Filed as: ALIGHT FINANCIAL ADVISORS Service code 26 7201 HEWITT ASSOCIATE DRIVE · CHARLOTTE, NC 28262 | Advisory (Participants) | $965,300 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $12,706 |
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 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 | $256,991 | $122,602+109.6% | $177,821+44.5% | $93,223+175.7% |
| Participation rate | 97.6% | 91.3%+6.3pp | 87.7%+9.9pp | 74.9%+22.7pp |
| Annual return | 9.44% | 22.53%-13.1pp | 48.32%-38.9pp | 19.29%-9.8pp |
| Employer contribution / active EE | $4,468 | $4,338+3.0% | $5,918-24.5% | $2,680+66.7% |
| Participant deferral / active EE | $10,182 | $7,134+42.7% | $7,714+32.0% | $4,563+123.1% |
| Admin fee / account holder | $65 | $62+5.0% | $12,427-99.5% | $79-18.3% |