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 LLC5 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $888,499 |
ALIGHT SOLUTIONS LLC6 years Service code 15 · EIN 82-1061233 | Recordkeeping | $509,113 |
THE BANK OF NEW YORK MELLON8+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $202,165 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $48,500 |
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $28,758 |
ALIGHT SOLUTIONS LLC6 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Direct payment from the plan; Distrib... | $27,715 |
AON CONSULTING4 years Service code 16 · EIN 36-3051915 | Consulting | $24,000 |
THE BANK OF NEW YORK MELLON8+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $18,131 |
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 | $189,753 | $119,153+59.3% | $151,611+25.2% | $78,044+143.1% |
| Participation rate | 98.1% | 92.5%+5.7pp | 87.5%+10.7pp | 74.4%+23.7pp |
| Annual return | -15.66% | -10.83%-4.8pp | 3.33%-19.0pp | 10.87%-26.5pp |
| Employer contribution / active EE | $8,435 | $5,298+59.2% | $6,166+36.8% | $3,125+169.9% |
| Participant deferral / active EE | $14,900 | $8,624+72.8% | $8,363+78.2% | $5,084+193.1% |
| Admin fee / account holder | $210 | $69+205.6% | $11,616-98.2% | $79+166.3% |