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 LLC7 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,622,008 |
BLACKROCK8 years Service code 21 · EIN 94-3112180 | Bank Trustee | $575,104 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $120,688 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET BANK & TRUST CO. Service code 18 · EIN 04-1867445 | Investment management fees paid indir... | $107,378 |
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 | $128,289 | $244,991-47.6% | $106,213+20.8% | $106,382+20.6% |
| Participation rate | 90.6% | 88.4%+2.2pp | 75.3%+15.3pp | 69.9%+20.7pp |
| Annual return | 14.54% | 13.48%+1.1pp | 116.14%-101.6pp | 17.37%-2.8pp |
| Employer contribution / active EE | $0 | $8,816-100.0% | $3,171-100.0% | $3,364-100.0% |
| Participant deferral / active EE | $7,801 | $11,442-31.8% | $5,016+55.5% | $5,569+40.1% |
| Admin fee / account holder | $62 | $88-30.0% | $11,033-99.4% | $79-22.2% |