Filed January 30, 2005 (most recent of 2 filings on file)
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 Service code 15 · EIN 82-1061233 | Recordkeeping | $168,237 |
BLACKROCK1 year Service code 28 50 HUDSON YARDS · NEW YORK, NY 10055 | Investment Management | $17,583 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $16,950 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,080 | $95,918+20.0% | $151,611-24.1% | $77,904+47.7% |
| Participation rate | 99.6% | 88.7%+10.8pp | 87.5%+12.1pp | 73.7%+25.9pp |
| Annual return | -15.08% | -5.50%-9.6pp | 3.33%-18.4pp | 12.21%-27.3pp |
| Employer contribution / active EE | $0 | $4,330-100.0% | $6,166-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,806-100.0% |
| Admin fee / account holder | $67 | $93-28.0% | $11,616-99.4% | $133-49.3% |