Filed June 14, 2013 (most recent of 4 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 SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $632,000 |
MORLEY CAPITAL MANAGEMENT5+ years Filed as: MORLEY CAPITAL MANAGEMENT, INC. Service code 67 · EIN 93-0849924 | Other insurance wrap fees | $292,988 |
GARTMORE MORLEY CAPITAL TRUST5+ years Service code 28 · EIN 39-0856417 | Investment Management | $160,000 |
BLACKROCK5+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $117,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,082 | $73,125+94.3% | $125,175+13.5% | $77,787+82.7% |
| Participation rate | 79.3% | 79.4%-0.1pp | 79.8%-0.5pp | 73.2%+6.1pp |
| Annual return | 21.22% | 24.71%-3.5pp | 43.79%-22.6pp | 32.57%-11.4pp |
| Employer contribution / active EE | $4,309 | $2,413+78.6% | $3,865+11.5% | $2,504+72.0% |
| Participant deferral / active EE | $6,110 | $3,966+54.1% | $4,937+23.8% | $3,967+54.0% |
| Admin fee / account holder | $219 | $89+145.0% | $9,702-97.7% | $100+118.9% |