Filed September 22, 2009 (most recent of 3 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 LLC9 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $161,684 |
STRATEGIC BENEFIT ADVISORS11+ years Service code 13 · EIN 03-0415817 | Contract Administrator | $96,267 |
PRICEWATERHOUSECOOPERS LLP11+ years Service code 10 · EIN 13-4008324 | Accounting | $56,500 |
ALIGHT SOLUTIONS LLC9 years Service code 15 · EIN 82-1061233 | Recordkeeping | $33,060 |
NORTHERN TRUST COMPANY11+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $28,982 |
THE BANK OF NEW YORK MELLON11+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $28,611 |
ALIGHT SOLUTIONS LLC7 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Securities brokerage; Finders' fees /... | $18,612 |
CATERPILLAR INC3 years Service code 30 · EIN 37-0602744 | Direct payment from the plan; Employe... | $10,456 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,614 | $128,899+71.9% | $113,168+95.8% | $102,872+115.4% |
| Participation rate | 97.7% | 87.0%+10.7pp | 76.6%+21.2pp | 73.0%+24.7pp |
| Annual return | 34.56% | 15.88%+18.7pp | 24.27%+10.3pp | 19.06%+15.5pp |
| Employer contribution / active EE | $4,963 | $3,713+33.7% | $2,975+66.8% | $3,526+40.8% |
| Participant deferral / active EE | $5,942 | $6,787-12.4% | $5,107+16.4% | $5,535+7.4% |
| Admin fee / account holder | $158 | $129+22.0% | $12,068-98.7% | $292-46.0% |