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 LLC2 years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $721,364 |
RUSSELL TRUST COMPANY2 years Filed as: RUSSELL INVESTMENTS TRST CO Service code 52 | Indirect Investment Fees | $15,465 |
RUSSELL TRUST COMPANY2 years Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 52 · EIN 91-1116938 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,491 | $46,969-7.4% | $154,107-71.8% | $73,367-40.7% |
| Participation rate | 69.3% | 72.4%-3.1pp | 83.0%-13.7pp | 69.5%-0.2pp |
| Annual return | -4.87% | 821.68%-826.5pp | 735.12%-740.0pp | 173.45%-178.3pp |
| Employer contribution / active EE | $1,215 | $1,723-29.5% | $5,298-77.1% | $2,499-51.4% |
| Participant deferral / active EE | $2,130 | $3,162-32.7% | $5,081-58.1% | $4,033-47.2% |
| Admin fee / account holder | $40 | $47-14.7% | $13,411-99.7% | $68-41.9% |