Filed February 5, 2002 (most recent of 5 filings on file)
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,707,207 |
ALIGHT SOLUTIONS LLC8 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 49 · EIN 82-1061233 | Other Services | $35,500 |
THE VANGUARD GROUP, INC.1 year Service code 28 · EIN 23-1945930 | Investment Management | $31,468 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 49 · EIN 36-1561860 | Other Services | $27,732 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $24,985 |
Service code 16 · EIN 53-0181291 | Consulting | $22,000 |
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 | $212,613 | $244,991-13.2% | $106,201+100.2% | $106,408+99.8% |
| Participation rate | 99.4% | 88.4%+11.1pp | 75.3%+24.1pp | 69.9%+29.5pp |
| Annual return | 15.01% | 13.48%+1.5pp | 116.26%-101.3pp | 17.37%-2.4pp |
| Employer contribution / active EE | $7,669 | $8,816-13.0% | $3,170+141.9% | $3,361+128.1% |
| Participant deferral / active EE | $9,564 | $11,442-16.4% | $5,012+90.8% | $5,567+71.8% |
| Admin fee / account holder | $76 | $88-13.6% | $11,039-99.3% | $79-3.9% |