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 LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $1,359,586 |
BLACKROCK1 year Service code 28 50 HUDSON YARDS · NEW YORK, NY 10055 | Investment Management | $496,007 |
MERCER1 year Service code 50 · EIN 20-1932099 | Direct Payment | $60,000 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 39-0859910 | Accounting | $36,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,869 | $118,441-20.7% | $151,611-38.1% | $89,394+5.0% |
| Participation rate | 97.9% | 88.0%+9.9pp | 87.5%+10.4pp | 71.3%+26.6pp |
| Annual return | -16.74% | -9.10%-7.6pp | 3.33%-20.1pp | -11.89%-4.9pp |
| Employer contribution / active EE | $6,419 | $4,770+34.6% | $6,166+4.1% | $3,022+112.4% |
| Participant deferral / active EE | $7,501 | $7,648-1.9% | $8,363-10.3% | $5,123+46.4% |
| Admin fee / account holder | $51 | $90-43.0% | $11,616-99.6% | $79-35.7% |