Filed June 19, 2020 (most recent of 3 filings on file)
Total covered: 515 employees
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 | $3,473,678 |
ALIGHT SOLUTIONS LLC8 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $2,910,679 |
WILLIAM BLAIR8 years Filed as: WILLIAM BLAIR INVESTMENT MGMT LLC Service code 28 · EIN 47-2614791 | Investment Management | $2,679,203 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $1,021,122 |
CALLAN LLC10+ years Filed as: CALLAN ASSOCIATES Service code 16 · EIN 94-2192581 | Consulting | $447,894 |
THOMPSON HINE4 years Service code 29 · EIN 34-0575300 | Legal | $234,201 |
DODGE & COX10+ years Service code 28 · EIN 94-1441976 | Investment Management | $215,319 |
MOSS ADAMS LLP9 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $70,000 |
STATE STREET GLOBAL ADVISORS2 years Service code 19 · EIN 81-4017137 | Securities Custodian | $46,798 |
THE BANK OF NEW YORK MELLON8 years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $30,998 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,952 | $64,975-35.4% | $97,167-56.8% | $106,408-60.6% |
| Participation rate | 87.9% | 45.4%+42.6pp | 72.7%+15.3pp | 69.9%+18.1pp |
| Annual return | 12.22% | 15.21%-3.0pp | 75.27%-63.0pp | 17.37%-5.2pp |
| Employer contribution / active EE | $1,286 | $1,126+14.2% | $2,729-52.9% | $3,361-61.7% |
| Participant deferral / active EE | $3,165 | $2,466+28.3% | $4,264-25.8% | $5,567-43.1% |
| Admin fee / account holder | $108 | $69+58.0% | $5,650-98.1% | $79+36.9% |