Filed March 24, 1995
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 | $10,433,605 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $8,493,498 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $711,578 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA, INC. Service code 16 · EIN 36-3109431 | Consulting | $385,962 |
SMARTPATH, INC.2 years Service code 16 · EIN 37-1851490 | Consulting | $183,375 |
Filed as: SMITH, GAMBRELL & RUSSELL LLP Service code 29 · EIN 58-0967450 | Legal | $166,396 |
SEPIRE LLC2 years Service code 15 · EIN 30-1111822 | Recordkeeping | $151,475 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,043 | $142,480-50.8% | $98,716-29.0% | $142,480-50.8% |
| Participation rate | 41.7% | 76.2%-34.5pp | 69.3%-27.6pp | 76.2%-34.5pp |
| Annual return | 13.33% | 16.32%-3.0pp | 31.81%-18.5pp | 16.32%-3.0pp |
| Employer contribution / active EE | $672 | $3,867-82.6% | $2,279-70.5% | $3,867-82.6% |
| Participant deferral / active EE | $1,780 | $6,807-73.9% | $4,048-56.0% | $6,807-73.9% |
| Admin fee / account holder | $92 | $307-70.1% | $8,703-98.9% | $307-70.1% |