Filed April 27, 2006
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 LLC7 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $2,561,090 |
ALIGHT SOLUTIONS LLC8 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $1,714,880 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF NEW YORK MELLON, N.A. Service code 21 · EIN 13-5160382 | Bank Trustee | $206,117 |
D.B. ROOT & COMPANY, LLC3 years Filed as: D.B. ROOT COMPANY, LLC Service code 17 · EIN 82-1414976 | Pension Consulting | $112,747 |
ERNST & YOUNG LLP10+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $73,056 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $30,585 |
COZEN O'CONNOR7 years Service code 29 · EIN 23-1732832 | Legal | $10,732 |
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 | $64,875 | $73,283-11.5% | $155,567-58.3% | $106,408-39.0% |
| Participation rate | 73.7% | 73.3%+0.4pp | 78.2%-4.5pp | 69.9%+3.8pp |
| Annual return | 15.08% | 15.76%-0.7pp | 64.74%-49.7pp | 17.37%-2.3pp |
| Employer contribution / active EE | $0 | $2,241-100.0% | $4,674-100.0% | $3,361-100.0% |
| Participant deferral / active EE | $4,636 | $4,567+1.5% | $5,628-17.6% | $5,567-16.7% |
| Admin fee / account holder | $99 | $56+76.9% | $15,916-99.4% | $79+24.9% |