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 LLC7 years Filed as: ALIGHT FINANCIAL ADVISORS Service code 26 · EIN 82-1061233 | Advisory (Participants) | $765,597 |
ALIGHT SOLUTIONS LLC6 years Filed as: ALIGHT RETIREMENT SOLUTIONS LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $303,490 |
WELLS FARGO BANK, N.A.1 year Filed as: GALLIARD CAPITAL MANAGEMENT INC. Service code 26 · EIN 41-1813702 | Advisory (Participants) | $217,158 |
Filed as: VOYA RETIREMENT ADVISORS LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $200,280 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $144,600 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $135,171 |
RVK, INC.1 year Filed as: R.V. KUHNS & ASSOCIATES INC. Service code 70 · EIN 93-0910652 | Consulting Fees | $45,000 |
AON CONSULTING1 year Filed as: AON Service code 27 · EIN 22-2232264 | Advisory (Plan) | $42,500 |
COZEN O'CONNOR7 years Service code 29 · EIN 23-1732832 | Legal | $30,233 |
SCHNEIDER DOWNS & CO., INC.9+ years Service code 10 · EIN 25-1408703 | Accounting | $24,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,628 | $121,599+88.0% | $135,903+68.2% | $103,482+120.9% |
| Participation rate | 57.7% | 76.2%-18.5pp | 81.9%-24.2pp | 73.3%-15.6pp |
| Annual return | 22.02% | 26.09%-4.1pp | 68.23%-46.2pp | 33.11%-11.1pp |
| Employer contribution / active EE | $3,429 | $4,627-25.9% | $4,856-29.4% | $3,208+6.9% |
| Participant deferral / active EE | $6,358 | $7,782-18.3% | $7,758-18.0% | $5,207+22.1% |
| Admin fee / account holder | $233 | $76+207.2% | $10,762-97.8% | $114+103.7% |