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 LLC7 years Service code 15 · EIN 82-1061233 | Recordkeeping | $461,309 |
ALIGHT SOLUTIONS LLC6 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $424,113 |
CURCIO WEBB7 years Filed as: CURCIO WEBB LLC Service code 16 · EIN 36-4171366 | Consulting | $45,507 |
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $34,510 |
AON CONSULTING5 years Service code 16 · EIN 36-3051915 | Consulting | $24,000 |
THE BANK OF NEW YORK MELLON9+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $18,839 |
ALIGHT SOLUTIONS LLC7 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Direct payment from the plan; Distrib... | $14,216 |
THE BANK OF NEW YORK MELLON9+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $12,449 |
Filed as: FAEGRE DRINKER Service code 16 2200 WELLS FARGO CENTER · MINNEAPOLIS, MN 55402 | Consulting | $7,402 |
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 | $219,363 | $129,756+69.1% | $169,993+29.0% | $103,482+112.0% |
| Participation rate | 98.9% | 91.3%+7.6pp | 87.0%+11.9pp | 73.3%+25.6pp |
| Annual return | 16.79% | 20.17%-3.4pp | 53.37%-36.6pp | 33.11%-16.3pp |
| Employer contribution / active EE | $9,050 | $5,236+72.8% | $6,785+33.4% | $3,208+182.1% |
| Participant deferral / active EE | $12,967 | $8,283+56.6% | $10,408+24.6% | $5,207+149.0% |
| Admin fee / account holder | $117 | $73+60.9% | $12,815-99.1% | $114+2.7% |