Filed June 26, 2018 (most recent of 3 filings on file)
Total covered: 1,252 employees
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 LLC3 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 28 · EIN 82-1061233 | Investment Management | $1,802,195 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT SOLUTIONS Service code 13 · EIN 86-1849232 | Contract Administrator | $1,083,554 |
GENERAL MILLS, INC.10+ years Service code 14 · EIN 41-0274440 | Plan Administrator | $599,469 |
THE BANK OF NEW YORK MELLON10+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $431,810 |
BLACKROCK10+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $205,878 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET BANK AND TRUST Service code 28 · EIN 04-1867445 | Investment Management | $200,000 |
KPMG LLP10+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $155,000 |
REFINITIV US LLC3 years Filed as: REFINITIV EIKON Service code 49 · EIN 20-4530702 | Other Services | $44,343 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,967 | $106,382+99.3% | $81,382+160.5% | $106,382+99.3% |
| Participation rate | 96.4% | 69.9%+26.5pp | 69.5%+26.9pp | 69.9%+26.5pp |
| Annual return | 13.39% | 17.37%-4.0pp | 24.73%-11.3pp | 17.37%-4.0pp |
| Employer contribution / active EE | $5,158 | $3,364+53.4% | $2,463+109.4% | $3,364+53.4% |
| Participant deferral / active EE | $8,787 | $5,569+57.8% | $3,883+126.3% | $5,569+57.8% |
| Admin fee / account holder | $194 | $79+144.4% | $5,768-96.6% | $79+144.4% |