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 | $1,901,228 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $1,588,297 |
THE BANK OF NEW YORK MELLON5+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $324,491 |
D.B. ROOT & COMPANY, LLC1 year Filed as: D.B. ROOT COMPANY, LLC Service code 17 · EIN 82-1414976 | Pension Consulting | $84,645 |
ERNST & YOUNG LLP5+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $75,114 |
Service code 17 · EIN 82-3071065 | Pension Consulting | $26,730 |
COZEN O'CONNOR2 years Service code 29 · EIN 23-1732832 | Legal | $14,358 |
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 | $46,784 | $58,202-19.6% | $172,739-72.9% | $89,569-47.8% |
| Participation rate | 72.9% | 72.8%+0.1pp | 82.6%-9.7pp | 69.6%+3.3pp |
| Annual return | 25.21% | 61.59%-36.4pp | 802.84%-777.6pp | 34.56%-9.3pp |
| Employer contribution / active EE | $1,356 | $1,759-22.9% | $5,143-73.6% | $2,584-47.5% |
| Participant deferral / active EE | $1,826 | $3,335-45.3% | $5,198-64.9% | $4,220-56.7% |
| Admin fee / account holder | $64 | $53+22.4% | $13,954-99.5% | $72-10.2% |