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 CONSULTING1+ years Filed as: AON HEWITT Service code 27 · EIN 39-3109431 | Advisory (Plan) | $66,125 |
FEELEY & DRISCOLL, PC1+ years Filed as: FEELEY & DRISCOLL PA Service code 10 · EIN 04-2684828 200 PORTLAND ST · BOSTON, MA 02114 | Accounting | $10,550 |
THE BERWYN GROUP1+ years Service code 49 · EIN 34-1672337 | Other Services | $1,417 |
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 | $53,477 | $78,181-31.6% | $57,343-6.7% | $67,505-20.8% |
| Participation rate | 100.0% | 76.6%+23.4pp | 75.1%+24.9pp | 71.2%+28.8pp |
| Annual return | 1.36% | 2.76%-1.4pp | 24.39%-23.0pp | 6.52%-5.2pp |
| Employer contribution / active EE | $2,973 | $3,924-24.2% | $2,689+10.6% | $2,173+36.8% |
| Participant deferral / active EE | $0 | $3,501-100.0% | $3,162-100.0% | $3,597-100.0% |
| Admin fee / account holder | $4 | $27-86.8% | $3,356-99.9% | $56-93.8% |