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 LLC5 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,678,395 |
BLACKROCK7+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $370,236 |
NORTHERN TRUST COMPANY6 years Service code 21 · EIN 36-1561860 | Bank Trustee | $368,505 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET BANK & TRUST CO. Service code 18 · EIN 04-1867445 | Investment management; Investment man... | $130,049 |
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 | $384,802 | $185,545+107.4% | $90,749+324.0% | $89,394+330.5% |
| Participation rate | 71.8% | 85.0%-13.2pp | 75.7%-3.9pp | 71.3%+0.5pp |
| Annual return | 5.78% | -13.56%+19.3pp | -12.16%+17.9pp | -11.89%+17.7pp |
| Employer contribution / active EE | $9,558 | $7,210+32.6% | $2,921+227.2% | $3,022+216.3% |
| Participant deferral / active EE | $0 | $9,550-100.0% | $4,564-100.0% | $5,123-100.0% |
| Admin fee / account holder | $46 | $100-54.3% | $8,445-99.5% | $79-42.3% |