Filed November 9, 2000 (most recent of 5 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 LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,318,058 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST Service code 21 80 SOUTH EIGHTH STREET · MINNEAPOLIS, MN 55402 | Bank Trustee | $252,622 |
MERCER5+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $95,279 |
AON CONSULTING5+ years Filed as: AON CONSULTING INC Service code 11 · EIN 23-1264699 | Actuarial | $84,294 |
KPMG LLP5+ years Service code 10 · EIN 13-5565207 | Accounting | $71,500 |
BALLARD SPAHR LLP5+ years Filed as: BALLARD SPAHR Service code 29 · EIN 23-0382195 | Legal | $11,452 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,984 | $85,938+17.5% | $125,175-19.3% | $89,569+12.7% |
| Participation rate | 67.2% | 73.9%-6.7pp | 79.8%-12.6pp | 69.6%-2.4pp |
| Annual return | 21.02% | 20.69%+0.3pp | 43.79%-22.8pp | 34.56%-13.5pp |
| Employer contribution / active EE | $1,724 | $2,681-35.7% | $3,865-55.4% | $2,584-33.3% |
| Participant deferral / active EE | $4,042 | $3,818+5.9% | $4,937-18.1% | $4,220-4.2% |
| Admin fee / account holder | $90 | $56+59.6% | $9,702-99.1% | $72+25.7% |