Solix, Inc.

Location Parsippany, New Jersey
Asset Size >$50 million – $200 million
Number of Participants  100 – 499 
Business  Business Services
Participation Rate90%
Avg Deferral Rate8.00%
Number of Funds24
Investment ReviewQuarterly
Fee Review1–2 years
Fee EqualizationConsidering
Auto-Enrollment Rate2%
Auto-Escalation Rate 2%
Re-EnrollmentNo
Default InvestmentTarget-date (active)
Ret Income OfferingOut-of-plan
Vesting Period5 years
Match Rate 51%–99% of first 6% of salary
% Receiving Full Match>75%
True-Up MatchYes
  
Financial Education 
Saving/budgetingX
Investing strategiesX
College savingX
Credit/debt mgmtX
Tax/estate planningX
Retiree health costs/savings optionsX
  
ProviderFidelity Investments
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