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 LLC9 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $5,310,256 |
ALIGHT SOLUTIONS LLC9 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,189,560 |
THE BANK OF NEW YORK MELLON11+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $1,070,313 |
NORTHERN TRUST COMPANY11+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $792,250 |
STRATEGIC BENEFIT ADVISORS11+ years Service code 13 · EIN 03-0415817 | Contract Administrator | $770,841 |
CATERPILLAR INC3 years Service code 30 · EIN 37-0602744 | Employee (plan); Direct payment from ... | $442,187 |
ALIGHT SOLUTIONS LLC4 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Finders' fees / placement fees; Distr... | $272,835 |
RUSSELL TRUST COMPANY11+ years Filed as: RUSSELL INVESTMENTS Service code 34 71 S WACKER DRIVE SUITE 2040 · CHICAGO, IL 60656 | Direct payment from the plan; Investm... | $113,448 |
PRICEWATERHOUSECOOPERS LLP11+ years Service code 10 · EIN 13-4008324 | Accounting | $112,000 |
CEM BENCHMARKING11+ years Filed as: CEM BENCHMARKING INC Service code 34 | Valuation (appraisals, etc.); Direct ... | $32,771 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $393,323 | $237,678+65.5% | $113,168+247.6% | $140,769+179.4% |
| Participation rate | 97.1% | 92.1%+5.0pp | 76.6%+20.5pp | 74.2%+22.9pp |
| Annual return | 24.51% | 20.63%+3.9pp | 24.27%+0.2pp | 16.82%+7.7pp |
| Employer contribution / active EE | $11,073 | $6,583+68.2% | $2,975+272.2% | $3,906+183.5% |
| Participant deferral / active EE | $10,595 | $11,080-4.4% | $5,107+107.5% | $6,717+57.7% |
| Admin fee / account holder | $150 | $66+127.4% | $12,068-98.8% | $229-34.6% |