Filed November 6, 2009 (most recent of 2 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 LLC8 years Service code 49 · EIN 82-1061233 | Other Services | $74,606 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,193 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,900 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $183,122 | $103,282+77.3% | $81,382+125.0% | $99,062+84.9% |
| Participation rate | 96.5% | 73.2%+23.3pp | 69.5%+27.0pp | 71.6%+24.9pp |
| Annual return | 11.74% | 15.11%-3.4pp | 24.73%-13.0pp | 17.66%-5.9pp |
| Employer contribution / active EE | $7,056 | $3,061+130.5% | $2,463+186.5% | $3,262+116.3% |
| Participant deferral / active EE | $9,044 | $4,549+98.8% | $3,883+132.9% | $5,331+69.6% |
| Admin fee / account holder | $154 | $78+96.8% | $5,768-97.3% | $109+41.7% |