Filed August 28, 2003
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 3-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 SOLUTIONS, LLC Service code 16 · EIN 82-1061233 | Consulting | $201,808 |
NORTHERN TRUST COMPANY3+ years Service code 18 · EIN 36-1561860 | Direct payment from the plan; Trustee... | $138,292 |
THE BANK OF NEW YORK MELLON3+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $3,593 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $116,175-100.0% | $93,606-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 78.0%-78.0pp | 75.8%-75.8pp | 82.4%-82.4pp |
| Annual return | -100.60% | 35.96%-136.6pp | 32.76%-133.4pp | 345.32%-445.9pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,603-100.0% | $4,069-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |