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 LLC5 years Service code 11 · EIN 82-1061233 | Actuarial | $1,170,410 |
FUND DIRECT ADVISORS7+ years Filed as: FUND EVALUATION GROUP Service code 16 · EIN 01-0694771 | Consulting | $95,317 |
AON CONSULTING4 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $72,328 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $7,490 |
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 | $0 | $161,924-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 34.6%-34.6pp | 0.0%0pp |
| Annual return | 9.64% | 19.39%-9.7pp | 10.41%-0.8pp | 19.39%-9.7pp |
| Employer contribution / active EE | $0 | $8,446-100.0% | $31,248-100.0% | $8,446-100.0% |
| Participant deferral / active EE | $0 | $353-100.0% | $4-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $1,130-100.0% | - |