Filed May 31, 1995
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 LLC3 years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $1,140,660 |
ELI LILLY AND COMPANY10+ years Service code 14 · EIN 35-0470950 | Plan Administrator | $453,120 |
THE BANK OF NEW YORK MELLON9 years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $353,037 |
ALIGHT SOLUTIONS LLC8 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Shareholder servicing fees; Securitie... | $167,919 |
ERNST & YOUNG LLP10+ years Service code 10 · EIN 34-6565596 | Accounting | $94,348 |
AON CONSULTING8 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $82,665 |
CEM BENCHMARKING9 years Filed as: CEM BENCHMARKING INC. Service code 40 · EIN 98-0180257 | Direct payment from the plan; Other s... | $37,565 |
PLANTE & MORAN, PLLC10+ years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 33-1498605 | Accounting | $29,437 |
EVESTMENT ALLIANCE LLC6 years Service code 49 · EIN 90-0905513 | Other Services | $13,579 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $419,557 | $244,991+71.3% | $106,201+295.1% | $106,408+294.3% |
| Participation rate | 98.7% | 88.4%+10.3pp | 75.3%+23.4pp | 69.9%+28.8pp |
| Annual return | 19.86% | 13.48%+6.4pp | 116.26%-96.4pp | 17.37%+2.5pp |
| Employer contribution / active EE | $7,928 | $8,816-10.1% | $3,170+150.1% | $3,361+135.9% |
| Participant deferral / active EE | $14,650 | $11,442+28.0% | $5,012+192.3% | $5,567+163.2% |
| Admin fee / account holder | $60 | $88-32.2% | $11,039-99.5% | $79-24.6% |