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 |
|---|---|---|
HEWITT ASSOCIATES LLC1 year Filed as: HEWITT ENNIS KNUPP, INC Service code 26 · EIN 39-3109431 39584 TREASURY CTR · CHICAGO, IL 606949000 | Advisory (Participants) | $42,749 |
REMY CORPORATION1 year Service code 16 · EIN 84-1493216 1660 17TH ST #400 · DENVER, CO 80202 | Consulting | $15,294 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 130 E RANDOLPH ST · CHICAGO, IL 60601 | Accounting | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $110,096 | $91,420+20.4% | $57,179+92.5% | $65,292+68.6% |
| Participation rate | 65.4% | 72.6%-7.3pp | 75.3%-10.0pp | 72.4%-7.1pp |
| Annual return | 7.28% | 7.55%-0.3pp | 14.59%-7.3pp | 11.84%-4.6pp |
| Employer contribution / active EE | $0 | $3,776-100.0% | $2,682-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $3,186 | $3,512-9.3% | $3,096+2.9% | $3,579-11.0% |
| Admin fee / account holder | $16 | $22-28.9% | $3,139-99.5% | $57-73.0% |