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 |
|---|---|---|
HEWITT ASSOCIATES LLC3+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $754,947 |
AON CONSULTING2 years Filed as: AON HEWITT FINANCIAL ADVISORS, LLC Service code 26 · EIN 35-2421957 | Advisory (Participants) | $584,999 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $447,690 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $321,430 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT FINANCIAL SOLUTIONS LLC Service code 33 · EIN 82-1061233 | Distribution (12b-1) fees; Securities... | $83,058 |
HEWITT ASSOCIATES LLC3+ years Filed as: HEWITT FINANCIAL SERVICES, LLC Service code 33 · EIN 36-3943169 | Finders' fees / placement fees; Secur... | $39,524 |
THE BANK OF NEW YORK MELLON3+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $20,066 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,590 | $187,373-55.9% | $91,001-9.2% | $80,976+2.0% |
| Participation rate | 80.4% | 87.5%-7.1pp | 75.6%+4.8pp | 68.3%+12.1pp |
| Annual return | 14.24% | 16.95%-2.7pp | 4.60%+9.6pp | 22.91%-8.7pp |
| Employer contribution / active EE | $1,884 | $5,838-67.7% | $2,456-23.3% | $2,402-21.6% |
| Participant deferral / active EE | $3,383 | $8,375-59.6% | $3,547-4.6% | $3,848-12.1% |
| Admin fee / account holder | $122 | $91+33.7% | $5,417-97.7% | $67+81.2% |