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 LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,037,412 |
MATRIX TRUST COMPANY2 years Service code 15 · EIN 33-1151291 | Recordkeeping | $110,473 |
AON CONSULTING8+ years Service code 15 · EIN 22-2232264 | Recordkeeping | $88,491 |
ARY ROEPCKE MULCHAEY, P.C.8+ years Filed as: ARY ROEPCKE MULCHAEY Service code 10 · EIN 52-2370901 | Accounting | $52,323 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,061 | $47,540-1.0% | $79,550-40.8% | $89,394-47.4% |
| Participation rate | 55.7% | 54.9%+0.8pp | 69.5%-13.8pp | 71.3%-15.6pp |
| Annual return | -15.86% | -8.05%-7.8pp | 0.16%-16.0pp | -11.89%-4.0pp |
| Employer contribution / active EE | $2,130 | $1,122+89.9% | $2,413-11.7% | $3,022-29.5% |
| Participant deferral / active EE | $1,869 | $1,961-4.7% | $3,985-53.1% | $5,123-63.5% |
| Admin fee / account holder | $59 | $59+1.1% | $6,832-99.1% | $79-25.5% |