Filed July 6, 2004
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 LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,680,893 |
NORTHERN TRUST COMPANY3 years Service code 21 · EIN 36-1561860 | Bank Trustee | $428,191 |
BLACKROCK4+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $357,177 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK & TRUST CO. Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $95,611 |
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 | $352,301 | $201,404+74.9% | $93,606+276.4% | $89,569+293.3% |
| Participation rate | 78.9% | 87.5%-8.6pp | 75.8%+3.1pp | 69.6%+9.4pp |
| Annual return | 36.02% | 23.05%+13.0pp | 32.76%+3.3pp | 34.56%+1.5pp |
| Employer contribution / active EE | $9,296 | $6,528+42.4% | $2,718+242.0% | $2,584+259.7% |
| Participant deferral / active EE | $0 | $9,208-100.0% | $4,069-100.0% | $4,220-100.0% |
| Admin fee / account holder | $48 | $89-45.9% | $7,888-99.4% | $72-32.5% |