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 LLC4 years Service code 15 · EIN 82-1061233 | Recordkeeping | $166,010 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $137,649 |
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 | $723,250 | $110,699+553.3% | $177,821+306.7% | $90,288+701.1% |
| Participation rate | 99.0% | 88.3%+10.7pp | 87.7%+11.3pp | 73.4%+25.7pp |
| Annual return | 14.81% | 22.79%-8.0pp | 48.32%-33.5pp | 53.97%-39.2pp |
| Employer contribution / active EE | $23,029 | $4,118+459.2% | $5,918+289.1% | $2,524+812.3% |
| Participant deferral / active EE | $13,488 | $6,731+100.4% | $7,714+74.8% | $4,232+218.7% |
| Admin fee / account holder | $43 | $90-52.2% | $12,427-99.7% | $114-62.3% |