Filed October 18, 2004
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 4 OVERLOOK POINT · LINCOLNSHIRE, IL 600694302 | Recordkeeping | $13,740 |
Filed as: PERSHING LLC Service code 26 · EIN 13-2741729 | Advisory (Participants) | $308 |
Service code 61 | Finders' fees / placement fees; Distr... | $109 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,152 | $117,238-16.3% | $87,100+12.7% | $82,204+19.4% |
| Participation rate | 86.4% | 87.2%-0.9pp | 76.9%+9.5pp | 73.4%+13.0pp |
| Annual return | 44.05% | 25.80%+18.2pp | 28.19%+15.9pp | 26.31%+17.7pp |
| Employer contribution / active EE | $4,079 | $3,535+15.4% | $2,521+61.8% | $2,707+50.7% |
| Participant deferral / active EE | $4,888 | $5,976-18.2% | $4,049+20.7% | $4,246+15.1% |
| Admin fee / account holder | $74 | $81-9.4% | $7,497-99.0% | $76-2.5% |