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 LLC2 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $147,970 |
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $35,082 |
PRICEWATERHOUSECOOPERS LLP4+ years Service code 10 · EIN 13-4008324 | Accounting | $28,099 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $19,723 |
STRATEGIC BENEFIT ADVISORS4+ years Service code 13 · EIN 03-0415817 | Contract Administrator | $8,300 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,768 | $78,852+101.3% | $76,768+106.8% | $75,289+110.9% |
| Participation rate | 97.2% | 85.0%+12.2pp | 77.0%+20.2pp | 72.4%+24.8pp |
| Annual return | -10.07% | -1.29%-8.8pp | 2.43%-12.5pp | -0.04%-10.0pp |
| Employer contribution / active EE | $4,199 | $2,794+50.3% | $2,485+69.0% | $2,405+74.6% |
| Participant deferral / active EE | $7,133 | $4,800+48.6% | $3,852+85.2% | $3,739+90.8% |
| Admin fee / account holder | $164 | $79+107.1% | $6,675-97.5% | $102+59.9% |