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 | $80,587 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST INVESTMENTS INC Service code 15 300 ATLANTIC STREET · STAMFORD, CT 06901 | Recordkeeping | $61,614 |
MATRIX TRUST COMPANY4+ years Service code 21 RODNEY SQUARRE NORTH · WILMINGTON, DE 198900001 | Bank Trustee | $9,540 |
DELOITTE & TOUCHE LLP1 year Service code 10 · EIN 13-3891517 | Accounting | $5,428 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,589 | $38,510-62.1% | $74,550-80.4% | $73,367-80.1% |
| Participation rate | 21.5% | 53.5%-32.0pp | 69.1%-47.6pp | 69.5%-48.0pp |
| Annual return | -4.50% | -0.94%-3.6pp | 32.53%-37.0pp | 173.45%-178.0pp |
| Employer contribution / active EE | $31 | $774-96.0% | $1,961-98.4% | $2,499-98.8% |
| Participant deferral / active EE | $389 | $1,421-72.6% | $3,108-87.5% | $4,033-90.4% |
| Admin fee / account holder | $71 | $52+36.5% | $5,060-98.6% | $68+3.7% |