Filed July 1, 1992
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 |
|---|---|---|
FINANCIAL ENGINES5 years Filed as: EDELMAN FINANCIAL ENGINES LLC Service code 26 · EIN 47-5324976 | Advisory (Participants) | $1,287,309 |
ALIGHT SOLUTIONS LLC8 years Service code 15 · EIN 82-1061233 | Recordkeeping | $936,878 |
NORTHERN TRUST COMPANY10+ years Filed as: NORTHERN TRUST INC. Service code 21 · EIN 36-1561860 | Bank Trustee | $209,004 |
KPMG LLP10+ years Service code 10 · EIN 13-5565207 | Accounting | $102,400 |
ZARAGOZA & ALVARADO LLP1 year Filed as: ZARAGOZA ALVARADO Service code 29 · EIN 66-0611885 | Legal | $30,407 |
GROOM LAW GROUP3 years Service code 29 · EIN 52-1219029 | Legal | $24,530 |
THE BANK OF NEW YORK MELLON10+ years Filed as: PERSHING LLC Service code 33 · EIN 13-2741729 | Securities brokerage; Finders' fees /... | $9,463 |
ALIGHT SOLUTIONS LLC8 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Securities brokerage; Distribution (1... | $4,275 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,186 | $73,283+6.7% | $155,509-49.7% | $106,382-26.5% |
| Participation rate | 88.9% | 73.3%+15.6pp | 78.2%+10.7pp | 69.9%+19.0pp |
| Annual return | 12.59% | 15.77%-3.2pp | 64.67%-52.1pp | 17.37%-4.8pp |
| Employer contribution / active EE | $2,721 | $2,247+21.1% | $4,672-41.8% | $3,364-19.1% |
| Participant deferral / active EE | $5,167 | $4,580+12.8% | $5,626-8.2% | $5,569-7.2% |
| Admin fee / account holder | $115 | $56+105.6% | $15,912-99.3% | $79+45.6% |