Filed February 3, 2005 (most recent of 3 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 LLC6 years Filed as: ALIGHT FINANCIAL ADVISORS LLC Service code 13 · EIN 82-1061233 | Contract Administrator | $3,684,591 |
DODGE & COX11+ years Service code 28 · EIN 94-1441976 | Investment Management | $2,351,784 |
BLACKROCK1 year Filed as: BLACKROCK ADVISORS LLC Service code 21 · EIN 94-3112180 | Bank Trustee | $1,137,334 |
STATE STREET GLOBAL ADVISORS5 years Service code 28 · EIN 81-4017137 | Investment Management | $652,222 |
GOLDMAN SACHS11+ years Filed as: GSAM STABLE VALUE, LLC Service code 28 · EIN 13-3575636 | Investment Management | $329,609 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $467,581 | $142,480+228.2% | $115,768+303.9% | $142,480+228.2% |
| Participation rate | 99.9% | 76.2%+23.7pp | 74.4%+25.5pp | 76.2%+23.7pp |
| Annual return | 17.58% | 16.32%+1.3pp | 100.46%-82.9pp | 16.32%+1.3pp |
| Employer contribution / active EE | $21,394 | $3,867+453.2% | $2,940+627.7% | $3,867+453.2% |
| Participant deferral / active EE | $17,479 | $6,807+156.8% | $4,917+255.5% | $6,807+156.8% |
| Admin fee / account holder | $382 | $307+24.5% | $12,439-96.9% | $307+24.5% |