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 |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $751,648 |
HEWITT ASSOCIATES LLC3+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $525,066 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST INC. Service code 21 · EIN 36-1561860 | Bank Trustee | $253,965 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN RED CROSS Service code 30 · EIN 53-0196605 | Direct payment from the plan; Other f... | $241,107 |
FINANCIAL ENGINES3+ years Service code 26 · EIN 94-3250323 | Advisory (Participants) | $238,040 |
KPMG LLP3+ years Service code 10 · EIN 13-5565207 | Accounting | $45,500 |
BALLARD SPAHR LLP3+ years Filed as: BALLARD SPAHR LLC Service code 29 · EIN 23-0382195 | Legal | $28,720 |
THE BANK OF NEW YORK MELLON3+ years Filed as: PERSHING LLC Service code 33 · EIN 13-2741729 | Finders' fees / placement fees; Secur... | $1,294 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Securities brokerage; Distribution (1... | $976 |
HEWITT ASSOCIATES LLC3+ years Filed as: HEWITT FINANCIAL SERVICES LLC Service code 33 · EIN 36-3943169 | Distribution (12b-1) fees; Securities... | $432 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,091 | $53,684-16.0% | $170,442-73.5% | $80,976-44.3% |
| Participation rate | 59.8% | 69.2%-9.4pp | 83.6%-23.8pp | 68.3%-8.5pp |
| Annual return | 13.60% | 25.97%-12.4pp | 205.93%-192.3pp | 22.91%-9.3pp |
| Employer contribution / active EE | $1,165 | $1,642-29.1% | $5,433-78.6% | $2,402-51.5% |
| Participant deferral / active EE | $2,242 | $3,017-25.7% | $4,939-54.6% | $3,848-41.8% |
| Admin fee / account holder | $93 | $46+100.3% | $13,880-99.3% | $67+37.6% |