Filed July 23, 2002 (most recent of 2 filings on file)
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 13 · EIN 82-1061233 | Contract Administrator | $1,332,395 |
MATRIX TRUST COMPANY4 years Service code 15 · EIN 33-1151291 | Recordkeeping | $111,925 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,758 | $57,150-5.9% | $93,606-42.6% | $106,382-49.5% |
| Participation rate | 55.8% | 49.1%+6.7pp | 68.7%-12.9pp | 69.9%-14.1pp |
| Annual return | 13.83% | 15.81%-2.0pp | 133.20%-119.4pp | 17.37%-3.5pp |
| Employer contribution / active EE | $1,071 | $1,015+5.5% | $2,420-55.7% | $3,364-68.2% |
| Participant deferral / active EE | $1,766 | $1,853-4.7% | $4,411-60.0% | $5,569-68.3% |
| Admin fee / account holder | $64 | $64-1.0% | $8,285-99.2% | $79-19.6% |