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 LLC4 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,308,266 |
BLACKROCK5 years Service code 21 · EIN 94-3112180 | Bank Trustee | $606,412 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $203,686 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK & TRUST CO. Service code 18 · EIN 04-1867445 | Custodial (other than securities); Di... | $112,465 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,573 | $239,209-45.4% | $106,548+22.5% | $106,520+22.6% |
| Participation rate | 87.9% | 89.6%-1.7pp | 76.1%+11.8pp | 71.3%+16.6pp |
| Annual return | 26.34% | 17.49%+8.9pp | 26.80%-0.5pp | 19.28%+7.1pp |
| Employer contribution / active EE | $0 | $6,641-100.0% | $2,819-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $6,374 | $9,673-34.1% | $4,398+44.9% | $4,948+28.8% |
| Admin fee / account holder | $64 | $95-32.3% | $7,407-99.1% | $75-13.7% |