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 LLC8 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,659,429 |
BLACKROCK9 years Service code 21 · EIN 94-3112180 | Bank Trustee | $1,097,823 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $173,910 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET BANK & TRUST CO. Service code 18 · EIN 04-1867445 | Custodial (other than securities); Cu... | $123,402 |
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).
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 | $133,762 | $140,769-5.0% | $116,228+15.1% | $140,769-5.0% |
| Participation rate | 90.9% | 74.2%+16.8pp | 74.6%+16.4pp | 74.2%+16.8pp |
| Annual return | 9.37% | 16.82%-7.5pp | 90.06%-80.7pp | 16.82%-7.5pp |
| Employer contribution / active EE | $3 | $3,906-99.9% | $2,994-99.9% | $3,906-99.9% |
| Participant deferral / active EE | $8,313 | $6,717+23.8% | $4,953+67.8% | $6,717+23.8% |
| Admin fee / account holder | $76 | $229-66.8% | $11,989-99.4% | $229-66.8% |