Filed April 9, 2024 (most recent of 7 filings on file)
Total covered: 42 employees
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 |
|---|---|---|
Filed as: EMPOWER RETIREMENT Service code 15 · EIN 47-2534181 | Recordkeeping | $723,948 |
GROOM LAW GROUP11+ years Service code 29 · EIN 52-1219029 | Legal | $439,924 |
NORTHERN TRUST COMPANY6 years Filed as: THE NORTHERN TRUST COMPANY Service code 10 · EIN 36-1561860 | Accounting | $219,248 |
AON CONSULTING2 years Filed as: AON INVESTMENTS Service code 27 · EIN 36-3109431 | Advisory (Plan) | $127,500 |
DELOITTE & TOUCHE LLP3 years Filed as: DELOITE & TOUCHE LLP Service code 10 · EIN 13-3891517 | Accounting | $97,650 |
ERNST & YOUNG LLP1 year Service code 13 · EIN 34-6565596 | Contract Administrator | $50,000 |
PEGGY S. EDGE, CPA, LLC3 years Filed as: PEGGY EDGE CPA Service code 10 · EIN 26-4527814 | Accounting | $38,250 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT Service code 13 · EIN 82-1061233 | Contract Administrator | $19,167 |
THE SEGAL COMPANY1 year Filed as: SEGAL BENZ Service code 13 · EIN 13-1835864 | Contract Administrator | $14,033 |
WESTWOOD TRUST8 years Filed as: WESTWOOD MANAGEMENT CORP Service code 52 · EIN 13-3160186 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,614 | $237,678-12.2% | $113,168+84.3% | $140,769+48.2% |
| Participation rate | 96.6% | 92.1%+4.5pp | 76.6%+20.0pp | 74.2%+22.4pp |
| Annual return | 17.06% | 20.63%-3.6pp | 24.27%-7.2pp | 16.82%+0.2pp |
| Employer contribution / active EE | $6,246 | $6,583-5.1% | $2,975+109.9% | $3,906+59.9% |
| Participant deferral / active EE | $11,555 | $11,080+4.3% | $5,107+126.3% | $6,717+72.0% |
| Admin fee / account holder | $30 | $66-54.4% | $12,068-99.8% | $229-86.9% |