Filed January 30, 2006 (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 Filed as: ALIGHT SOLUTION LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $930,019 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST INVESTMENTS INC Service code 15 300 ATLANTIC STREET · STAMFORD, CT 06901 | Recordkeeping | $712,798 |
MATRIX TRUST COMPANY4+ years Service code 21 RODNEY SQUARE NORTH · WILMINGTON, DE 198900001 | Bank Trustee | $110,134 |
DELOITTE & TOUCHE LLP1 year Service code 10 · EIN 13-3891517 | Accounting | $72,412 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $85,163 | $38,510+121.1% | $74,550+14.2% | $73,367+16.1% |
| Participation rate | 48.5% | 53.5%-5.0pp | 69.1%-20.6pp | 69.5%-21.0pp |
| Annual return | -3.05% | -0.94%-2.1pp | 32.53%-35.6pp | 173.45%-176.5pp |
| Employer contribution / active EE | $1,436 | $774+85.6% | $1,961-26.8% | $2,499-42.5% |
| Participant deferral / active EE | $3,242 | $1,421+128.2% | $3,108+4.3% | $4,033-19.6% |
| Admin fee / account holder | $67 | $52+28.2% | $5,060-98.7% | $68-2.6% |