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 LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,163,447 |
BLACKROCK2 years Service code 28 50 HUDSON YARDS · NEW YORK, NY 10055 | Investment Management | $955,328 |
MERCER2 years Service code 50 · EIN 20-1932099 | Direct Payment | $62,000 |
BAKER TILLY US, LLP5 years Service code 10 · EIN 39-0859910 | Accounting | $26,650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,777 | $135,240-15.9% | $169,993-33.1% | $96,393+18.0% |
| Participation rate | 99.6% | 86.5%+13.1pp | 87.0%+12.6pp | 71.3%+28.3pp |
| Annual return | 19.31% | 22.04%-2.7pp | 53.37%-34.1pp | 22.88%-3.6pp |
| Employer contribution / active EE | $7,043 | $5,029+40.0% | $6,785+3.8% | $3,238+117.5% |
| Participant deferral / active EE | $8,239 | $8,138+1.2% | $10,408-20.8% | $5,455+51.0% |
| Admin fee / account holder | $53 | $85-37.3% | $12,815-99.6% | $74-28.0% |