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 LLC4 years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $788,495 |
RUSSELL TRUST COMPANY4 years Filed as: RUSSELL INVESTMENTS TRST CO Service code 52 | Indirect Investment Fees | $215,794 |
RUSSELL TRUST COMPANY6+ years Service code 52 | Indirect Investment Fees | $536 |
RUSSELL TRUST COMPANY4 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 | $60,109 | $66,513-9.6% | $178,490-66.3% | $106,222-43.4% |
| Participation rate | 68.7% | 73.8%-5.0pp | 81.9%-13.2pp | 70.8%-2.1pp |
| Annual return | 15.49% | 21.81%-6.3pp | 151.07%-135.6pp | 21.69%-6.2pp |
| Employer contribution / active EE | $1,348 | $1,776-24.1% | $5,011-73.1% | $2,723-50.5% |
| Participant deferral / active EE | $2,456 | $3,679-33.3% | $5,202-52.8% | $4,600-46.6% |
| Admin fee / account holder | $43 | $53-19.3% | $13,984-99.7% | $78-44.9% |