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 LLC4 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $1,160,835 |
ALIGHT SOLUTIONS LLC4 years Service code 15 · EIN 82-1061233 | Recordkeeping | $879,676 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Distribution (12b-1) fees; Securities... | $185,797 |
THE BANK OF NEW YORK MELLON6+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $41,990 |
Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $19,870 |
DIRECT DATA CORPORATION1 year Filed as: DIRECT DATA CORP Service code 16 · EIN 58-2191799 | Consulting | $18,695 |
Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $15,200 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,250 | $430,560-81.1% | $98,907-17.9% | $106,222-23.5% |
| Participation rate | 92.5% | 86.2%+6.3pp | 76.0%+16.4pp | 70.8%+21.7pp |
| Annual return | 12.39% | 17.89%-5.5pp | 196.43%-184.0pp | 21.69%-9.3pp |
| Employer contribution / active EE | $2,127 | $6,804-68.7% | $2,689-20.9% | $2,723-21.9% |
| Participant deferral / active EE | $4,342 | $9,623-54.9% | $4,244+2.3% | $4,600-5.6% |
| Admin fee / account holder | $107 | $220-51.3% | $6,642-98.4% | $78+36.9% |