Filed March 22, 2012 (most recent of 3 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 LLC8 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $3,772,792 |
ALIGHT SOLUTIONS LLC8 years Service code 15 · EIN 82-1061233 | Recordkeeping | $2,561,545 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET GLOBAL ADVISORS TRU CO Service code 18 · EIN 81-4017137 | Custodial (securities); Custodial (ot... | $933,255 |
NORTHERN TRUST COMPANY10+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $564,708 |
INVESCO4 years Filed as: INVESCO ADVISERS, INC. Service code 28 · EIN 58-1707262 | Investment Management | $467,966 |
Filed as: TOWERS WATSON INVT SERVICES, INC. Service code 27 · EIN 52-1868818 | Advisory (Plan) | $100,000 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $38,850 |
NORTHERN TRUST COMPANY9 years Filed as: NORTHERN TRUST INVESTMENTS, INC. Service code 28 · EIN 45-6138589 | Investment Management | $37,947 |
WILLIS TOWERS WATSON US LLC4 years Service code 16 · EIN 53-0181291 | Consulting | $32,970 |
Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $30,879 |
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 | $126,848 | $106,382+19.2% | $136,007-6.7% | $106,382+19.2% |
| Participation rate | 96.7% | 69.9%+26.9pp | 76.5%+20.3pp | 69.9%+26.9pp |
| Annual return | 15.20% | 17.37%-2.2pp | 579.32%-564.1pp | 17.37%-2.2pp |
| Employer contribution / active EE | $3,191 | $3,364-5.1% | $4,217-24.3% | $3,364-5.1% |
| Participant deferral / active EE | $9,074 | $5,569+63.0% | $7,025+29.2% | $5,569+63.0% |
| Admin fee / account holder | $132 | $79+66.6% | $6,858-98.1% | $79+66.6% |