Filed November 11, 2002 (most recent of 2 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 LLC8 years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $936,304 |
RUSSELL TRUST COMPANY8 years Filed as: RUSSELL INVESTMENTS TRST CO Service code 52 | Indirect Investment Fees | $274,031 |
RUSSELL TRUST COMPANY10+ years Service code 52 | Indirect Investment Fees | $73 |
RUSSELL TRUST COMPANY8 years Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 52 · EIN 91-1116938 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,610 | $73,283+3.2% | $155,509-51.4% | $106,382-28.9% |
| Participation rate | 70.7% | 73.3%-2.5pp | 78.2%-7.4pp | 69.9%+0.9pp |
| Annual return | 14.96% | 15.77%-0.8pp | 64.67%-49.7pp | 17.37%-2.4pp |
| Employer contribution / active EE | $1,717 | $2,247-23.6% | $4,672-63.2% | $3,364-48.9% |
| Participant deferral / active EE | $3,495 | $4,580-23.7% | $5,626-37.9% | $5,569-37.2% |
| Admin fee / account holder | $66 | $56+17.2% | $15,912-99.6% | $79-17.0% |