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 LLC8 years Service code 15 · EIN 82-1061233 | Recordkeeping | $604,490 |
THE BANK OF NEW YORK MELLON10+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $225,048 |
CROWE LLP7 years Service code 10 · EIN 35-0921680 | Accounting | $71,450 |
WILLIS TOWERS WATSON US LLC7 years Filed as: WILLIS TOWERS WATSON Service code 13 · EIN 53-0181291 | Contract Administrator | $27,689 |
SEYFARTH SHAW LLP1 year Service code 13 1075 PEACHTREE STREET · ATLANTA, GA 606035577 | Contract Administrator | $27,587 |
THE BANK OF NEW YORK MELLON10+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $25,010 |
MORNINGSTAR1 year Service code 28 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Investment Management | $25,000 |
AON CONSULTING6 years Service code 13 · EIN 36-3051915 | Contract Administrator | $24,500 |
ALIGHT SOLUTIONS LLC8 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Securities brokerage; Direct payment ... | $12,782 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,481 | $122,693+101.7% | $184,203+34.4% | $199,593+24.0% |
| Participation rate | 97.3% | 86.8%+10.5pp | 86.8%+10.5pp | 72.0%+25.3pp |
| Annual return | 14.76% | 143.91%-129.1pp | 28.81%-14.0pp | 34.25%-19.5pp |
| Employer contribution / active EE | $10,812 | $4,584+135.8% | $6,427+68.2% | $3,034+256.3% |
| Participant deferral / active EE | $14,533 | $7,990+81.9% | $9,131+59.2% | $5,087+185.7% |
| Admin fee / account holder | $206 | $121+71.1% | $13,901-98.5% | $269-23.3% |