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 LLC2 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $734,028 |
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $597,482 |
Service code 28 · EIN 33-1077887 | Investment Management | $489,411 |
THE BANK OF NEW YORK MELLON5+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $227,950 |
SHENKMAN CAPITAL MANAGEMENT4 years Filed as: SHENKMAN CAPITAL MANAGEMENT, INC Service code 28 · EIN 13-3280361 | Investment Management | $66,839 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $63,650 |
AON CONSULTING1 year Service code 16 · EIN 36-3051915 | Consulting | $45,000 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Finders' fees / placement fees; Distr... | $43,080 |
THE BANK OF NEW YORK MELLON5+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $16,254 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $9,627 |
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 | $190,328 | $110,760+71.8% | $162,163+17.4% | $82,204+131.5% |
| Participation rate | 98.1% | 92.7%+5.5pp | 87.6%+10.6pp | 73.4%+24.7pp |
| Annual return | 20.91% | 22.97%-2.1pp | 115.59%-94.7pp | 26.31%-5.4pp |
| Employer contribution / active EE | $7,864 | $4,437+77.2% | $5,614+40.1% | $2,707+190.5% |
| Participant deferral / active EE | $10,549 | $6,652+58.6% | $7,298+44.6% | $4,246+148.5% |
| Admin fee / account holder | $249 | $65+281.5% | $10,843-97.7% | $76+228.7% |