Filed December 8, 1994
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 Service code 15 · EIN 82-1061233 | Recordkeeping | $342,199 |
THE BANK OF NEW YORK MELLON2 years Service code 19 · EIN 13-5160382 | Securities Custodian | $280,196 |
BAKER TILLY US, LLP6 years Service code 10 · EIN 39-0859910 | Accounting | $23,400 |
REED SMITH LLP1 year Service code 29 · EIN 25-0749630 | Legal | $10,625 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,382 | $67,679+21.7% | $155,509-47.0% | $99,062-16.8% |
| Participation rate | 95.9% | 67.2%+28.7pp | 78.2%+17.7pp | 71.6%+24.2pp |
| Annual return | 14.99% | 16.16%-1.2pp | 64.67%-49.7pp | 17.66%-2.7pp |
| Employer contribution / active EE | $221 | $2,268-90.3% | $4,672-95.3% | $3,262-93.2% |
| Participant deferral / active EE | $1,078 | $3,828-71.8% | $5,626-80.8% | $5,331-79.8% |
| Admin fee / account holder | $34 | $94-63.2% | $15,912-99.8% | $109-68.4% |