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 LLC3 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $1,174,648 |
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,119,255 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Securities brokerage; Distribution (1... | $82,714 |
THE BANK OF NEW YORK MELLON5+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $18,164 |
NORTHERN TRUST COMPANY1 year Service code 25 · EIN 36-1561860 | Directed Trustee | $5,755 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $79,937 | $201,404-60.3% | $93,606-14.6% | $89,569-10.8% |
| Participation rate | 73.4% | 87.5%-14.1pp | 75.8%-2.5pp | 69.6%+3.8pp |
| Annual return | 19.53% | 23.05%-3.5pp | 32.76%-13.2pp | 34.56%-15.0pp |
| Employer contribution / active EE | $1,585 | $6,528-75.7% | $2,718-41.7% | $2,584-38.7% |
| Participant deferral / active EE | $3,438 | $9,208-62.7% | $4,069-15.5% | $4,220-18.5% |
| Admin fee / account holder | $127 | $89+42.1% | $7,888-98.4% | $72+77.2% |