Filed September 28, 2016
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 9-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 LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $277,086 |
THE BANK OF NEW YORK MELLON9+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $138,865 |
AON CONSULTING2 years Filed as: AON INVESTMENT USA, INC. Service code 28 · EIN 98-1090818 | Investment Management | $77,500 |
RSM US LLP8 years Service code 10 · EIN 42-0714325 | Accounting | $33,390 |
AON CONSULTING1 year Service code 16 · EIN 22-2232264 | Consulting | $13,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $246,401 | $89,588+175.0% | $136,007+81.2% | $77,643+217.4% |
| Participation rate | 96.5% | 74.3%+22.2pp | 76.5%+20.0pp | 70.6%+25.9pp |
| Annual return | 10.93% | 17.42%-6.5pp | 579.32%-568.4pp | 31.24%-20.3pp |
| Employer contribution / active EE | $7,114 | $3,491+103.8% | $4,217+68.7% | $2,726+161.0% |
| Participant deferral / active EE | $8,548 | $5,591+52.9% | $7,025+21.7% | $4,647+83.9% |
| Admin fee / account holder | $976 | $539+81.2% | $6,858-85.8% | $430+126.8% |