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 LLC3 years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $1,619,565 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $1,352,994 |
THE BANK OF NEW YORK MELLON5+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $276,418 |
D.B. ROOT & COMPANY, LLC1 year Service code 17 · EIN 82-1414976 | Pension Consulting | $72,105 |
ERNST & YOUNG LLP5+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $63,986 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $25,506 |
R. APPLEGATE & ASSOCIATES, LLC2 years Service code 17 · EIN 82-3071065 | Pension Consulting | $22,770 |
COZEN O'CONNOR2 years Service code 29 · EIN 23-1732832 | Legal | $12,231 |
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 | $49,069 | $58,202-15.7% | $172,739-71.6% | $89,569-45.2% |
| Participation rate | 82.3% | 72.8%+9.5pp | 82.6%-0.4pp | 69.6%+12.7pp |
| Annual return | 24.59% | 61.59%-37.0pp | 802.84%-778.3pp | 34.56%-10.0pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $5,143-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,710 | $3,335+11.3% | $5,198-28.6% | $4,220-12.1% |
| Admin fee / account holder | $63 | $53+19.3% | $13,954-99.6% | $72-12.5% |