Filed January 16, 2018
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 LLC8 years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $1,147,337 |
T ROWE PRICE RPS INC8 years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $989,269 |
BLACKROCK10+ years Filed as: BLACKROCK INST. TRUST CO., N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $636,941 |
THE BANK OF NEW YORK MELLON10+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $571,989 |
WILLIS TOWERS WATSON US LLC6 years Service code 16 · EIN 53-0181291 | Consulting | $386,244 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN, LEWIS & BOCKIUS Service code 29 · EIN 23-0891050 | Legal | $358,014 |
STATE STREET GLOBAL ADVISORS10+ years Service code 25 · EIN 81-4017137 | Directed Trustee | $300,000 |
GOLDMAN SACHS10+ years Filed as: GSAM STABLE VALUE, LLC Service code 28 · EIN 13-3575636 | Investment Management | $243,722 |
GRANT THORNTON LLP10+ years Service code 10 · EIN 36-6055558 | Accounting | $142,223 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC. Service code 17 · EIN 36-3109431 | Pension Consulting | $109,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $369,908 | $152,281+142.9% | $106,213+248.3% | $99,062+273.4% |
| Participation rate | 99.2% | 92.2%+7.0pp | 75.3%+23.9pp | 71.6%+27.6pp |
| Annual return | 15.08% | 15.00%+0.1pp | 116.14%-101.1pp | 17.66%-2.6pp |
| Employer contribution / active EE | $11,702 | $5,348+118.8% | $3,171+269.0% | $3,262+258.7% |
| Participant deferral / active EE | $10,947 | $8,206+33.4% | $5,016+118.3% | $5,331+105.3% |
| Admin fee / account holder | $367 | $77+373.2% | $11,033-96.7% | $109+236.4% |