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 LLC3 years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $780,945 |
RUSSELL TRUST COMPANY3 years Filed as: RUSSELL INVESTMENTS TRST CO Service code 52 | Indirect Investment Fees | $202,525 |
RUSSELL TRUST COMPANY5+ years Service code 52 | Indirect Investment Fees | $6,507 |
RUSSELL TRUST COMPANY3 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 | $52,489 | $58,202-9.8% | $172,739-69.6% | $89,569-41.4% |
| Participation rate | 69.8% | 72.8%-3.0pp | 82.6%-12.8pp | 69.6%+0.3pp |
| Annual return | 21.70% | 61.59%-39.9pp | 802.84%-781.1pp | 34.56%-12.9pp |
| Employer contribution / active EE | $1,253 | $1,759-28.7% | $5,143-75.6% | $2,584-51.5% |
| Participant deferral / active EE | $2,206 | $3,335-33.9% | $5,198-57.6% | $4,220-47.7% |
| Admin fee / account holder | $42 | $53-20.0% | $13,954-99.7% | $72-41.3% |