Filed November 25, 2024 (most recent of 6 filings on file)
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 |
|---|---|---|
AON CONSULTING3 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 200 E. RANDOLPH STREET · CHICAGO, IL 60601 | Consulting | $76,472 |
BDO USA, LLP2 years Filed as: BDO USA P.C. Service code 10 · EIN 13-5381590 PO BOX 642743 · PITTSBURGH, PA 152642743 | Accounting | $25,000 |
Filed as: FIDELITY INV INST OP'S CO INC Service code 37 · EIN 04-2647786 164 NORTHERN AVE · BOSTON, MA 02110 | Loan Processing | $0 |
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 | $115,019 | $117,148-1.8% | $67,502+70.4% | $99,062+16.1% |
| Participation rate | 91.7% | 72.7%+19.0pp | 72.9%+18.8pp | 71.6%+20.1pp |
| Annual return | 13.85% | 14.15%-0.3pp | 3512.12%-3498.3pp | 17.66%-3.8pp |
| Employer contribution / active EE | $0 | $4,623-100.0% | $2,731-100.0% | $3,262-100.0% |
| Participant deferral / active EE | $7,077 | $4,782+48.0% | $4,000+76.9% | $5,331+32.7% |
| Admin fee / account holder | $45 | $50-9.9% | $3,998-98.9% | $109-58.6% |