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 LLC1 year Filed as: ALIGHT FINANCIAL ADVISORS LLC Service code 16 · EIN 82-1061233 | Consulting | $546,253 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $436,902 |
ALIGHT SOLUTIONS LLC7 years Service code 15 · EIN 82-1061233 | Recordkeeping | $358,223 |
Service code 37 · EIN 04-2647786 | Loan Processing | $270,724 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 49 · EIN 36-1561860 | Other Services | $82,698 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $21,625 |
Employer 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 | $72,059 | $225,491-68.0% | $98,439-26.8% | $96,393-25.2% |
| Participation rate | 98.6% | 87.3%+11.3pp | 75.2%+23.5pp | 71.3%+27.3pp |
| Annual return | 15.62% | 19.53%-3.9pp | 21.16%-5.5pp | 22.88%-7.3pp |
| Employer contribution / active EE | $2,714 | $8,386-67.6% | $3,048-11.0% | $3,238-16.2% |
| Participant deferral / active EE | $5,181 | $10,872-52.3% | $4,738+9.3% | $5,455-5.0% |
| Admin fee / account holder | $88 | $87+0.9% | $8,948-99.0% | $74+18.9% |