Filed May 1, 2015
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 Service code 15 · EIN 82-1061233 | Recordkeeping | $201,207 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $36,128 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $658,871 | $95,776+587.9% | $162,163+306.3% | $77,787+747.0% |
| Participation rate | 98.0% | 88.6%+9.3pp | 87.6%+10.4pp | 73.2%+24.7pp |
| Annual return | 24.43% | 37.03%-12.6pp | 115.59%-91.2pp | 32.57%-8.1pp |
| Employer contribution / active EE | $22,304 | $3,874+475.8% | $5,614+297.3% | $2,504+790.6% |
| Participant deferral / active EE | $12,470 | $6,125+103.6% | $7,298+70.9% | $3,967+214.3% |
| Admin fee / account holder | $65 | $88-26.3% | $10,843-99.4% | $100-35.4% |