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 LLC1 year Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $64,330 |
AON CONSULTING1 year Filed as: AON HEWITT FINANCIAL ADVISORS LLC Service code 26 · EIN 35-2421957 | Advisory (Participants) | $58,568 |
HEWITT ASSOCIATES LLC3+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $25,802 |
PRICEWATERHOUSECOOPERS LLP3+ years Service code 10 · EIN 13-4008324 | Accounting | $24,312 |
STRATEGIC BENEFIT ADVISORS3+ years Service code 13 · EIN 03-0415817 | Contract Administrator | $16,740 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $15,057 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $6,533 |
THE BANK OF NEW YORK MELLON3+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $1,835 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,308 | $88,730+77.3% | $82,313+91.1% | $77,958+101.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 76.9%+23.1pp | 71.6%+28.4pp |
| Annual return | 34.28% | 20.88%+13.4pp | 25.88%+8.4pp | 20.87%+13.4pp |
| Employer contribution / active EE | $3,840 | $2,758+39.2% | $2,428+58.2% | $2,310+66.2% |
| Participant deferral / active EE | $6,448 | $4,634+39.1% | $3,706+74.0% | $3,537+82.3% |
| Admin fee / account holder | $129 | $74+74.1% | $5,608-97.7% | $97+32.3% |