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 LLC6 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $5,563,531 |
ALIGHT SOLUTIONS LLC6 years Service code 15 · EIN 82-1061233 | Recordkeeping | $940,930 |
STRATEGIC BENEFIT ADVISORS8+ years Service code 13 · EIN 03-0415817 | Contract Administrator | $717,450 |
THE BANK OF NEW YORK MELLON8+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $687,385 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $446,765 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Distribution (12b-1) fees; Securities... | $286,129 |
PRICEWATERHOUSECOOPERS LLP8+ years Service code 10 · EIN 13-4008324 | Accounting | $93,469 |
RUSSELL TRUST COMPANY8+ years Filed as: RUSSELL INVESTMENTS Service code 34 71 S WACKER DRIVE SUITE 2040 · CHICAGO, IL 60656 | Direct payment from the plan; Valuati... | $88,695 |
Service code 16 7 WEST SQUARE LAKE ROAD · BLOOMFIELD HILLS, MI 48302 | Consulting | $58,008 |
CEM BENCHMARKING8+ years Filed as: CEM BENCHMARKING INC Service code 34 | Direct payment from the plan; Valuati... | $27,093 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,854 | $138,331+78.5% | $86,677+184.8% | $89,394+176.1% |
| Participation rate | 96.8% | 88.9%+7.9pp | 76.6%+20.2pp | 71.3%+25.5pp |
| Annual return | -10.58% | -11.72%+1.1pp | 35.91%-46.5pp | -11.89%+1.3pp |
| Employer contribution / active EE | $9,794 | $4,812+103.5% | $2,836+245.3% | $3,022+224.1% |
| Participant deferral / active EE | $9,124 | $8,027+13.7% | $4,656+96.0% | $5,123+78.1% |
| Admin fee / account holder | $142 | $64+121.7% | $7,493-98.1% | $79+78.9% |