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 LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,344,539 |
BLACKROCK4 years Service code 21 · EIN 94-3112180 | Bank Trustee | $551,842 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $161,093 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK & TRUST CO. Service code 18 · EIN 04-1867445 | Direct payment from the plan; Custodi... | $70,242 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,547 | $430,560-74.6% | $98,907+10.8% | $106,222+3.1% |
| Participation rate | 87.4% | 86.2%+1.2pp | 76.0%+11.4pp | 70.8%+16.6pp |
| Annual return | 5.90% | 17.89%-12.0pp | 196.43%-190.5pp | 21.69%-15.8pp |
| Employer contribution / active EE | $0 | $6,804-100.0% | $2,689-100.0% | $2,723-100.0% |
| Participant deferral / active EE | $5,850 | $9,623-39.2% | $4,244+37.8% | $4,600+27.2% |
| Admin fee / account holder | $63 | $220-71.2% | $6,642-99.0% | $78-19.1% |