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 LLC7 years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $743,463 |
RUSSELL TRUST COMPANY7 years Filed as: RUSSELL INVESTMENTS TRST CO Service code 52 | Indirect Investment Fees | $246,704 |
RUSSELL TRUST COMPANY9+ years Service code 52 | Indirect Investment Fees | $243 |
RUSSELL TRUST COMPANY7 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 | $69,527 | $68,330+1.8% | $149,673-53.5% | $96,393-27.9% |
| Participation rate | 68.6% | 74.6%-6.0pp | 78.8%-10.1pp | 71.3%-2.6pp |
| Annual return | 19.22% | 29.64%-10.4pp | 134.42%-115.2pp | 22.88%-3.7pp |
| Employer contribution / active EE | $1,594 | $2,139-25.5% | $4,818-66.9% | $3,238-50.8% |
| Participant deferral / active EE | $3,320 | $4,422-24.9% | $5,680-41.6% | $5,455-39.1% |
| Admin fee / account holder | $43 | $52-17.6% | $13,210-99.7% | $74-42.0% |