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 Service code 15 · EIN 82-1061233 | Recordkeeping | $820,144 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST INVESTMENTS INC Service code 15 · EIN 36-3608252 | Recordkeeping | $638,564 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $340,639 |
Filed as: TOWERS WATSON DELAWARE INC Service code 15 · EIN 53-0181291 | Recordkeeping | $97,450 |
MATRIX TRUST COMPANY5+ years Service code 21 RODNEY SQUARE NORTH · WILMINGTON, DE 198900001 | Bank Trustee | $77,836 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $6,577 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $118,090 | $100,179+17.9% | $84,015+40.6% | $89,569+31.8% |
| Participation rate | 47.0% | 54.1%-7.1pp | 69.0%-22.0pp | 69.6%-22.6pp |
| Annual return | 20.02% | 22.50%-2.5pp | 71.31%-51.3pp | 34.56%-14.5pp |
| Employer contribution / active EE | $1,326 | $816+62.5% | $1,983-33.1% | $2,584-48.7% |
| Participant deferral / active EE | $2,985 | $1,459+104.6% | $3,239-7.8% | $4,220-29.3% |
| Admin fee / account holder | $71 | $72-1.8% | $6,101-98.8% | $72-1.1% |