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 LLC6 years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $736,335 |
RUSSELL TRUST COMPANY6 years Filed as: RUSSELL INVESTMENTS TRST CO Service code 52 | Indirect Investment Fees | $157,691 |
RUSSELL TRUST COMPANY8+ years Service code 52 | Indirect Investment Fees | $10 |
RUSSELL TRUST COMPANY6 years Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 52 · EIN 91-1116938 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,569 | $83,057-29.5% | $143,757-59.3% | $89,394-34.5% |
| Participation rate | 71.0% | 74.0%-3.0pp | 80.3%-9.3pp | 71.3%-0.3pp |
| Annual return | -17.40% | -13.97%-3.4pp | -0.04%-17.4pp | -11.89%-5.5pp |
| Employer contribution / active EE | $1,653 | $2,095-21.1% | $4,951-66.6% | $3,022-45.3% |
| Participant deferral / active EE | $3,142 | $4,281-26.6% | $5,637-44.3% | $5,123-38.7% |
| Admin fee / account holder | $43 | $83-47.9% | $14,673-99.7% | $79-45.6% |