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 SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $1,670,760 |
ALIGHT SOLUTIONS LLC6 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $354,551 |
Filed as: BANK OF NEW YORK MELLON, N.A. Service code 21 · EIN 13-5160382 | Bank Trustee | $150,332 |
D.B. ROOT & COMPANY, LLC2 years Filed as: D.B. ROOT COMPANY, LLC Service code 17 · EIN 82-1414976 | Pension Consulting | $112,800 |
ERNST & YOUNG LLP9+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $67,882 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $29,494 |
COZEN O'CONNOR6 years Service code 29 · EIN 23-1732832 | Legal | $13,181 |
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 | $58,033 | $68,330-15.1% | $149,673-61.2% | $96,393-39.8% |
| Participation rate | 81.1% | 74.6%+6.5pp | 78.8%+2.3pp | 71.3%+9.8pp |
| Annual return | 19.22% | 29.64%-10.4pp | 134.42%-115.2pp | 22.88%-3.7pp |
| Employer contribution / active EE | $0 | $2,139-100.0% | $4,818-100.0% | $3,238-100.0% |
| Participant deferral / active EE | $4,797 | $4,422+8.5% | $5,680-15.5% | $5,455-12.1% |
| Admin fee / account holder | $33 | $52-35.8% | $13,210-99.7% | $74-54.8% |