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 LLC5 years Service code 15 · EIN 82-1061233 | Recordkeeping | $62,236 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $53,369 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $27,610 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $775,203 | $118,337+555.1% | $189,513+309.1% | $93,030+733.3% |
| Participation rate | 98.6% | 89.1%+9.5pp | 87.8%+10.8pp | 73.9%+24.7pp |
| Annual return | 11.63% | 21.77%-10.1pp | 555.15%-543.5pp | 158.70%-147.1pp |
| Employer contribution / active EE | $21,470 | $4,204+410.7% | $6,162+248.5% | $2,706+693.5% |
| Participant deferral / active EE | $12,967 | $7,123+82.0% | $8,221+57.7% | $4,562+184.2% |
| Admin fee / account holder | $13 | $100-86.9% | $12,045-99.9% | $152-91.4% |