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 LLC3 years Filed as: ALIGHT FINANCIAL ADVISORS LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $3,068,990 |
DODGE & COX8+ years Service code 28 · EIN 94-1441976 | Investment Management | $2,063,634 |
BLACKROCK2 years Service code 21 · EIN 94-3112180 | Bank Trustee | $1,082,477 |
STATE STREET GLOBAL ADVISORS2 years Service code 28 · EIN 81-4017137 | Investment Management | $479,503 |
GOLDMAN SACHS8+ years Filed as: GSAM STABLE VALUE, LLC Service code 28 · EIN 13-3575636 | Investment Management | $439,821 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $316,619 | $185,545+70.6% | $90,749+248.9% | $89,394+254.2% |
| Participation rate | 99.7% | 85.0%+14.7pp | 75.7%+24.0pp | 71.3%+28.4pp |
| Annual return | -21.01% | -13.56%-7.4pp | -12.16%-8.8pp | -11.89%-9.1pp |
| Employer contribution / active EE | $19,770 | $7,210+174.2% | $2,921+576.8% | $3,022+554.2% |
| Participant deferral / active EE | $16,331 | $9,550+71.0% | $4,564+257.8% | $5,123+218.8% |
| Admin fee / account holder | $324 | $100+223.9% | $8,445-96.2% | $79+308.5% |