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 LLC3 years Filed as: ALIGHT FINANCIAL ADVISORS Service code 26 7201 HEWITT ASSOCIATE DRIVE · CHARLOTTE, NC 28262 | Advisory (Participants) | $1,104,792 |
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 | $244,308 | $143,889+69.8% | $189,513+28.9% | $106,520+129.4% |
| Participation rate | 95.3% | 89.1%+6.2pp | 87.8%+7.5pp | 71.3%+24.0pp |
| Annual return | 14.83% | 17.38%-2.5pp | 555.15%-540.3pp | 19.28%-4.5pp |
| Employer contribution / active EE | $4,290 | $4,416-2.9% | $6,162-30.4% | $2,840+51.0% |
| Participant deferral / active EE | $9,350 | $7,575+23.4% | $8,221+13.7% | $4,948+89.0% |
| Admin fee / account holder | $62 | $98-37.3% | $12,045-99.5% | $75-17.3% |