Filed April 7, 2015 (most recent of 5 filings on file)
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 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 Service code 15 · EIN 82-1061233 | Recordkeeping | $995,431 |
FUND DIRECT ADVISORS8+ years Filed as: FUND EVALUATION GROUP Service code 16 · EIN 01-0694771 | Consulting | $150,122 |
AON CONSULTING5 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $132,002 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $7,073 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $65,170-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | 1.5%-1.5pp |
| Annual return | -10.10% | -14.77%+4.7pp | 7.07%-17.2pp | 23.41%-33.5pp |
| Employer contribution / active EE | $0 | $4,290-100.0% | $34,847-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $51-100.0% | $14,884-100.0% |