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 LLC8 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $2,774,515 |
ALIGHT SOLUTIONS LLC8 years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $1,857,786 |
AMERICAN REALTY ADVISORS1 year Filed as: THE BNAK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $223,293 |
D.B. ROOT & COMPANY, LLC6 years Filed as: D.B. ROOT COMPANY, LLC Service code 17 · EIN 82-1414976 | Pension Consulting | $122,142 |
ERNST & YOUNG LLP10+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $79,144 |
COZEN O'CONNOR7 years Service code 29 · EIN 23-1732832 | Legal | $11,627 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,553 | $73,283-14.6% | $155,509-59.8% | $106,382-41.2% |
| Participation rate | 65.9% | 73.3%-7.4pp | 78.2%-12.3pp | 69.9%-4.0pp |
| Annual return | 15.58% | 15.77%-0.2pp | 64.67%-49.1pp | 17.37%-1.8pp |
| Employer contribution / active EE | $1,983 | $2,247-11.8% | $4,672-57.6% | $3,364-41.1% |
| Participant deferral / active EE | $1,595 | $4,580-65.2% | $5,626-71.6% | $5,569-71.4% |
| Admin fee / account holder | $61 | $56+8.5% | $15,912-99.6% | $79-23.2% |