Filed November 17, 2020 (most recent of 12 filings on file)
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 Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $331,400 |
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $227,300 |
STRATEGIC BENEFIT ADVISORS4+ years Service code 13 · EIN 03-0415817 | Contract Administrator | $221,492 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $62,218 |
PRICEWATERHOUSECOOPERS LLP4+ years Service code 10 · EIN 13-4008324 | Accounting | $49,820 |
THE BANK OF NEW YORK MELLON4+ years Filed as: PERSHING LLC Service code 71 | Brokerage Fees | $21,608 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Finders' fees / placement fees; Direc... | $12,000 |
RUSSELL TRUST COMPANY3+ years Filed as: RUSSELL INVESTMENTS Service code 34 71 S. WACKER DRIVE SUITE #2040 · CHICAGO, IL 60656 | Other services; Valuation (appraisals... | $7,153 |
JELLYVISION LAB, INC.1 year Service code 28 848 W EASTMAN ST · CHICAGO, IL 60642 | Investment Management | $5,486 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,724 | $96,261-36.9% | $76,768-20.9% | $68,904-11.9% |
| Participation rate | 86.5% | 87.0%-0.4pp | 77.0%+9.6pp | 74.1%+12.4pp |
| Annual return | -7.72% | -0.85%-6.9pp | 2.43%-10.2pp | 1.07%-8.8pp |
| Employer contribution / active EE | $1,934 | $3,303-41.5% | $2,485-22.2% | $2,540-23.9% |
| Participant deferral / active EE | $2,585 | $5,537-53.3% | $3,852-32.9% | $4,015-35.6% |
| Admin fee / account holder | $105 | $73+44.6% | $6,675-98.4% | $71+47.8% |