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 LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $101,560 |
Service code 19 · EIN 13-5160382 | Securities Custodian | $41,693 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $33,119 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $19,550 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $127,855 | $112,686+13.5% | $169,993-24.8% | $80,160+59.5% |
| Participation rate | 98.2% | 87.4%+10.8pp | 87.0%+11.2pp | 72.9%+25.2pp |
| Annual return | 14.17% | 67.04%-52.9pp | 53.37%-39.2pp | 40.38%-26.2pp |
| Employer contribution / active EE | $0 | $4,481-100.0% | $6,785-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $0 | $7,876-100.0% | $10,408-100.0% | $5,017-100.0% |
| Admin fee / account holder | $55 | $99-44.2% | $12,815-99.6% | $145-61.8% |