Filed January 29, 2014
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 LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,238,993 |
BLACKROCK3 years Service code 28 50 HUDSON YARDS · NEW YORK, NY 10055 | Investment Management | $809,228 |
Service code 19 · EIN 13-5160382 | Securities Custodian | $168,386 |
NEPC, LLC1 year Filed as: NEPC Service code 28 · EIN 26-1429809 | Investment Management | $163,963 |
MERCER3 years Service code 50 · EIN 20-1932099 | Direct Payment | $57,000 |
BAKER TILLY US, LLP6 years Service code 10 · EIN 39-0859910 | Accounting | $25,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,520 | $152,104-11.6% | $184,203-27.0% | $106,382+26.4% |
| Participation rate | 99.9% | 85.9%+14.0pp | 86.8%+13.1pp | 69.9%+30.0pp |
| Annual return | 14.71% | 20.70%-6.0pp | 28.81%-14.1pp | 17.37%-2.7pp |
| Employer contribution / active EE | $7,271 | $5,326+36.5% | $6,427+13.1% | $3,364+116.2% |
| Participant deferral / active EE | $8,731 | $8,559+2.0% | $9,131-4.4% | $5,569+56.8% |
| Admin fee / account holder | $54 | $103-47.3% | $13,901-99.6% | $79-31.8% |