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 |
|---|---|---|
FINANCIAL ENGINES3+ years Filed as: FINANCIAL ENGINES, INC. Service code 26 · EIN 94-3250323 | Advisory (Participants) | $1,097,927 |
HEWITT ASSOCIATES LLC3+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $1,070,916 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $692,576 |
Filed as: STATE STREET GLOBAL ADVISOR TRST CO Service code 18 · EIN 04-1867445 | Direct payment from the plan; Investm... | $640,325 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $529,875 |
INVESCO3+ years Filed as: INVESCO ADVISORS INC. Service code 28 · EIN 58-1707262 | Investment Management | $496,318 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST INVESTMENTS, INC. Service code 28 · EIN 45-6138589 | Investment Management | $334,522 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $276,399 |
ALLSTATE INSURANCE COMPANY3+ years Service code 14 · EIN 36-0719665 | Plan Administrator | $191,246 |
DELOITTE & TOUCHE LLP3+ years Service code 10 · EIN 13-5133500 | Accounting | $91,495 |
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 | $127,746 | $80,976+57.8% | $115,752+10.4% | $80,976+57.8% |
| Participation rate | 84.7% | 68.3%+16.4pp | 77.8%+6.9pp | 68.3%+16.4pp |
| Annual return | 18.21% | 22.91%-4.7pp | 19.41%-1.2pp | 22.91%-4.7pp |
| Employer contribution / active EE | $1,163 | $2,402-51.6% | $3,492-66.7% | $2,402-51.6% |
| Participant deferral / active EE | $5,923 | $3,848+53.9% | $5,204+13.8% | $3,848+53.9% |
| Admin fee / account holder | $126 | $67+86.7% | $6,278-98.0% | $67+86.7% |