Filed December 10, 2005
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 LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,273,164 |
MERCER9 years Service code 11 · EIN 13-2834414 | Actuarial | $313,799 |
NORTHERN TRUST COMPANY10+ years Service code 10 · EIN 36-1561860 | Accounting | $115,288 |
MOSS ADAMS LLP10+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $70,000 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $105,290-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | 3.06% | 9.57%-6.5pp | 52.39%-49.3pp | 9.57%-6.5pp |
| Employer contribution / active EE | $5,103 | $9,429-45.9% | $23,486-78.3% | $9,429-45.9% |
| Participant deferral / active EE | $0 | $408-100.0% | $224-100.0% | $408-100.0% |
| Admin fee / account holder | $0 | $0 | $4,431-100.0% | - |