Filed October 14, 2014 (most recent of 3 filings on file)
Total covered: 152 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 LLC5 years Filed as: ALIGHT FINANCIAL ADVISORS Service code 26 · EIN 82-1061233 | Advisory (Participants) | $1,075,263 |
ALIGHT SOLUTIONS LLC4 years Filed as: ALIGHT RETIREMENT SOLUTIONS LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $476,702 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $182,388 |
STATE STREET GLOBAL ADVISORS7+ years Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $45,960 |
SCHNEIDER DOWNS & CO., INC.7+ years Service code 10 · EIN 25-1408703 | Accounting | $21,813 |
COZEN O'CONNOR5 years Service code 29 · EIN 23-1732832 | Legal | $12,398 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,684 | $120,450+113.1% | $159,436+61.0% | $93,030+175.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 82.8%+17.2pp | 73.9%+26.1pp |
| Annual return | 13.62% | 27.11%-13.5pp | 263.57%-249.9pp | 158.70%-145.1pp |
| Employer contribution / active EE | $6,553 | $3,526+85.9% | $4,829+35.7% | $2,706+142.2% |
| Participant deferral / active EE | $12,070 | $7,283+65.7% | $7,352+64.2% | $4,562+164.6% |
| Admin fee / account holder | $241 | $137+76.4% | $10,799-97.8% | $152+59.0% |