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 LLC4 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $169,778 |
PRICEWATERHOUSECOOPERS LLP6+ years Service code 10 · EIN 13-4008324 | Accounting | $26,384 |
STRATEGIC BENEFIT ADVISORS6+ years Service code 13 · EIN 03-0415817 | Contract Administrator | $12,411 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $10,512 |
THE BANK OF NEW YORK MELLON6+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $8,945 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,891 | $176,491+1.9% | $95,952+87.5% | $90,288+99.2% |
| Participation rate | 99.8% | 86.6%+13.2pp | 77.1%+22.7pp | 73.4%+26.4pp |
| Annual return | 17.13% | 20.14%-3.0pp | 91.61%-74.5pp | 53.97%-36.8pp |
| Employer contribution / active EE | $5,063 | $2,789+81.5% | $2,541+99.2% | $2,524+100.6% |
| Participant deferral / active EE | $6,112 | $5,340+14.5% | $4,167+46.7% | $4,232+44.4% |
| Admin fee / account holder | $128 | $154-16.9% | $6,795-98.1% | $114+12.3% |