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 LLC5 years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $742,680 |
RUSSELL TRUST COMPANY5 years Filed as: RUSSELL INVESTMENTS TRST CO Service code 52 | Indirect Investment Fees | $138,448 |
RUSSELL TRUST COMPANY7+ years Service code 52 | Indirect Investment Fees | $15,048 |
RUSSELL TRUST COMPANY5 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,947 | $68,062+2.8% | $185,823-62.4% | $106,520-34.3% |
| Participation rate | 68.5% | 75.2%-6.8pp | 81.7%-13.2pp | 71.3%-2.9pp |
| Annual return | 17.46% | 18.20%-0.7pp | 122.05%-104.6pp | 19.28%-1.8pp |
| Employer contribution / active EE | $1,385 | $1,997-30.7% | $5,167-73.2% | $2,840-51.2% |
| Participant deferral / active EE | $2,778 | $3,990-30.4% | $5,568-50.1% | $4,948-43.9% |
| Admin fee / account holder | $43 | $53-17.7% | $16,237-99.7% | $75-41.8% |