Filed April 23, 2024 (most recent of 4 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 |
|---|---|---|
ALIGHT SOLUTIONS LLC5 years Service code 15 200 WEST STREET · WALTHAM, MA 02451 | Recordkeeping | $2,625,720 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON LLC Service code 11 · EIN 53-0181291 | Actuarial | $355,880 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $233,724 |
CONDUENT HR CONSULTING, LLC5 years Filed as: CONDUENT Service code 15 · EIN 16-0468020 | Recordkeeping | $106,032 |
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $250,986-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 0.0%0pp |
| Annual return | 8.64% | 13.18%-4.5pp | 32.30%-23.7pp | 13.18%-4.5pp |
| Employer contribution / active EE | $1,791 | $8,469-78.9% | $33,955-94.7% | $8,469-78.9% |
| Participant deferral / active EE | $2 | $322-99.5% | $43-96.1% | $322-99.5% |
| Admin fee / account holder | $0 | $0 | $10,141-100.0% | - |