Filed September 1, 2017
Total covered: 722 employees
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 9-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 FINANCIAL ADVISORS LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $924,741 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $664,047 |
DODGE & COX9+ years Service code 28 · EIN 94-1441976 | Investment Management | $359,858 |
BLACKROCK8 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $339,505 |
WILLIAM BLAIR9+ years Filed as: WILLIAM BLAIR INVESTMENT MGMT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $309,166 |
ALIGHT SOLUTIONS LLC4 years Service code 15 · EIN 82-1061233 | Recordkeeping | $278,145 |
GOLDMAN SACHS8 years Filed as: GOLDMAN SACHS ASSET MANAGEMET Service code 28 · EIN 04-3211048 | Investment Management | $205,715 |
ERNST & YOUNG LLP7 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $62,000 |
THE BANK OF NEW YORK MELLON9+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $44,147 |
ALIGHT SOLUTIONS LLC9+ years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Securities brokerage; Distribution (1... | $16,541 |
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 | $237,494 | $147,538+61.0% | $150,045+58.3% | $117,739+101.7% |
| Participation rate | 96.7% | 72.5%+24.2pp | 82.3%+14.4pp | 76.6%+20.1pp |
| Annual return | 15.32% | 16.95%-1.6pp | 62.55%-47.2pp | 17.29%-2.0pp |
| Employer contribution / active EE | $3,297 | $4,350-24.2% | $4,693-29.7% | $3,746-12.0% |
| Participant deferral / active EE | $7,919 | $8,925-11.3% | $7,997-1.0% | $6,128+29.2% |
| Admin fee / account holder | $288 | $125+130.0% | $13,435-97.9% | $112+157.5% |