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 LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $968,230 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $375,775 |
AON CONSULTING7+ years Service code 15 · EIN 22-2232264 | Recordkeeping | $145,081 |
MATRIX TRUST COMPANY1 year Service code 15 · EIN 33-1151291 | Recordkeeping | $95,745 |
ARY ROEPCKE MULCHAEY, P.C.7+ years Filed as: ARY ROEPCKE MULCHAEY Service code 10 · EIN 52-2370901 | Accounting | $38,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,006 | $55,785+4.0% | $96,562-39.9% | $106,520-45.5% |
| Participation rate | 47.5% | 53.4%-5.9pp | 69.8%-22.3pp | 71.3%-23.8pp |
| Annual return | -19.29% | 17.66%-36.9pp | 37.78%-57.1pp | 19.28%-38.6pp |
| Employer contribution / active EE | $2,551 | $1,042+144.9% | $2,356+8.3% | $2,840-10.2% |
| Participant deferral / active EE | $2,763 | $1,782+55.0% | $3,849-28.2% | $4,948-44.2% |
| Admin fee / account holder | $75 | $59+28.2% | $6,181-98.8% | $75+0.9% |