Filed August 23, 2018
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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $504,022 |
EDO USA LLP1 year Service code 10 PO BOX 642743 · PITTSBURGH, PA 152642743 | Accounting | $32,600 |
Service code 10 DBA ALIGHT SOLUTIONS, LLC · CHICAGO, IL 606945135 | Accounting | $2,851 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,271 | $71,813-48.1% | $119,609-68.8% | $78,044-52.2% |
| Participation rate | 98.5% | 81.7%+16.8pp | 79.3%+19.3pp | 74.4%+24.1pp |
| Annual return | -14.26% | -13.80%-0.5pp | -14.97%+0.7pp | 10.87%-25.1pp |
| Employer contribution / active EE | $4,726 | $2,836+66.7% | $4,232+11.7% | $3,125+51.2% |
| Participant deferral / active EE | $4,161 | $4,953-16.0% | $5,602-25.7% | $5,084-18.2% |
| Admin fee / account holder | $83 | $81+2.7% | $10,323-99.2% | $79+5.0% |