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 |
|---|---|---|
ALIGHT SOLUTIONS LLC6 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $2,302,887 |
ALIGHT SOLUTIONS LLC5 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,277,294 |
ALIGHT SOLUTIONS LLC6 years Filed as: ALIGHT FINANCIAL SOLUTIONS LLC Service code 33 · EIN 82-1061233 | Distribution (12b-1) fees; Securities... | $120,386 |
THE BANK OF NEW YORK MELLON8+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $77,776 |
MAYER HOFFMAN MCCANN P.C.7 years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $21,700 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT FINANCIAL SOLUTIONS Service code 63 | 12b-1 Fees | $554 |
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 | $177,499 | $185,545-4.3% | $90,749+95.6% | $89,394+98.6% |
| Participation rate | 98.4% | 85.0%+13.4pp | 75.7%+22.7pp | 71.3%+27.2pp |
| Annual return | -15.31% | -13.56%-1.7pp | -12.16%-3.1pp | -11.89%-3.4pp |
| Employer contribution / active EE | $7,022 | $7,210-2.6% | $2,921+140.4% | $3,022+132.4% |
| Participant deferral / active EE | $9,088 | $9,550-4.8% | $4,564+99.1% | $5,123+77.4% |
| Admin fee / account holder | $158 | $100+57.4% | $8,445-98.1% | $79+98.4% |