Filed February 7, 2008
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 Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $708,652 |
Service code 28 · EIN 33-1077887 | Investment Management | $536,722 |
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $456,708 |
THE BANK OF NEW YORK MELLON4+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $211,256 |
SHENKMAN CAPITAL MANAGEMENT3 years Filed as: SHENKMAN CAPITAL MANAGEMENT, INC Service code 28 · EIN 13-3280361 | Investment Management | $140,383 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Distribution (12b-1) fees; Direct pay... | $49,329 |
Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $31,761 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $20,800 |
THE BANK OF NEW YORK MELLON4+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $18,193 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,439 | $104,281+52.9% | $140,016+13.9% | $68,904+131.4% |
| Participation rate | 100.0% | 89.1%+10.9pp | 87.5%+12.5pp | 74.1%+25.9pp |
| Annual return | -5.90% | -1.33%-4.6pp | 651.12%-657.0pp | 1.07%-7.0pp |
| Employer contribution / active EE | $7,816 | $4,070+92.0% | $5,606+39.4% | $2,540+207.7% |
| Participant deferral / active EE | $10,357 | $6,129+69.0% | $6,927+49.5% | $4,015+157.9% |
| Admin fee / account holder | $292 | $79+271.1% | $10,705-97.3% | $71+309.7% |