Filed April 23, 2024 (most recent of 4 filings on file)
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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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 Service code 15 200 WEST STREET · WALTHAM, MA 02451 | Recordkeeping | $2,620,380 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $421,753 |
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON LLC Service code 11 · EIN 53-0181291 | Actuarial | $376,666 |
CONDUENT HR CONSULTING, LLC7 years Filed as: CONDUENT Service code 15 · EIN 16-0468020 | Recordkeeping | $107,939 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN LEWIS AND BOCHIUS LLP Service code 29 · EIN 25-6631509 | Legal | $45,521 |
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $328,890-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.1%-41.1pp | 0.0%0pp |
| Annual return | 14.65% | 9.42%+5.2pp | 8.43%+6.2pp | 9.42%+5.2pp |
| Employer contribution / active EE | $2,983 | $9,497-68.6% | $29,249-89.8% | $9,497-68.6% |
| Participant deferral / active EE | $1 | $388-99.6% | $13-89.3% | $388-99.6% |
| Admin fee / account holder | $0 | $0 | $10,081-100.0% | - |