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 LLC4 years Filed as: ALIGHT FINANCIAL ADVISORS Service code 26 7201 HEWITT ASSOCIATE DRIVE · CHARLOTTE, NC 28262 | Advisory (Participants) | $1,172,508 |
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 | $215,566 | $118,441+82.0% | $151,611+42.2% | $89,394+141.1% |
| Participation rate | 96.6% | 88.0%+8.6pp | 87.5%+9.1pp | 71.3%+25.3pp |
| Annual return | -7.04% | -9.10%+2.1pp | 3.33%-10.4pp | -11.89%+4.8pp |
| Employer contribution / active EE | $4,342 | $4,770-9.0% | $6,166-29.6% | $3,022+43.7% |
| Participant deferral / active EE | $9,493 | $7,648+24.1% | $8,363+13.5% | $5,123+85.3% |
| Admin fee / account holder | $62 | $90-30.8% | $11,616-99.5% | $79-21.9% |