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 LLC8 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $233,378 |
ALIGHT SOLUTIONS LLC8 years Service code 15 · EIN 82-1061233 | Recordkeeping | $208,106 |
STRATEGIC BENEFIT ADVISORS10+ years Service code 13 · EIN 03-0415817 | Contract Administrator | $187,733 |
PRICEWATERHOUSECOOPERS LLP10+ years Service code 10 · EIN 13-4008324 | Accounting | $58,764 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $50,149 |
THE BANK OF NEW YORK MELLON10+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $46,404 |
CATERPILLAR INC2 years Service code 30 · EIN 37-0602744 | Direct payment from the plan; Employe... | $16,636 |
RUSSELL TRUST COMPANY9+ years Filed as: RUSSELL INVESTMENTS Service code 34 71 S WACKER DRIVE SUITE 2040 · CHICAGO, IL 60656 | Investment management fees paid direc... | $6,642 |
ALIGHT SOLUTIONS LLC8 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Securities brokerage; Finders' fees /... | $5,774 |
MERCER1 year Service code 49 1166 6TH AVENUE · NEW YORK, NY 10036 | Other Services | $5,051 |
Participant contribution per participant 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 | $76,468 | $159,391-52.0% | $102,423-25.3% | $99,062-22.8% |
| Participation rate | 99.8% | 88.6%+11.2pp | 76.5%+23.3pp | 71.6%+28.2pp |
| Annual return | 14.58% | 19.03%-4.5pp | 29.32%-14.7pp | 17.66%-3.1pp |
| Employer contribution / active EE | $2,547 | $4,207-39.5% | $3,023-15.8% | $3,262-21.9% |
| Participant deferral / active EE | $2,988 | $7,498-60.2% | $5,053-40.9% | $5,331-44.0% |
| Admin fee / account holder | $79 | $159-50.7% | $9,451-99.2% | $109-27.9% |