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 LLC5 years Filed as: ALIGHT FINANCIAL ADVISORS Service code 26 7201 HEWITT ASSOCIATE DRIVE · CHARLOTTE, NC 28262 | Advisory (Participants) | $1,309,381 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,284 | $135,240+75.5% | $169,993+39.6% | $96,393+146.2% |
| Participation rate | 97.1% | 86.5%+10.6pp | 87.0%+10.1pp | 71.3%+25.8pp |
| Annual return | 12.45% | 22.04%-9.6pp | 53.37%-40.9pp | 22.88%-10.4pp |
| Employer contribution / active EE | $4,690 | $5,029-6.7% | $6,785-30.9% | $3,238+44.8% |
| Participant deferral / active EE | $10,267 | $8,138+26.2% | $10,408-1.4% | $5,455+88.2% |
| Admin fee / account holder | $68 | $85-19.6% | $12,815-99.5% | $74-7.6% |