Filed April 3, 2025 (most recent of 2 filings on file)
Total covered: 1,200 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 3-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 |
|---|---|---|
RUSSELL TRUST COMPANY2 years Service code 28 · EIN 91-1117282 | Investment Management | $1,746,679 |
HEWITT ASSOCIATES LLC2 years Service code 15 · EIN 36-2235791 | Recordkeeping | $400,423 |
THE BANK OF NEW YORK MELLON2 years Service code 21 · EIN 13-5160382 | Bank Trustee | $276,547 |
AON CONSULTING1 year Service code 15 · EIN 22-2232264 | Recordkeeping | $144,573 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $68,607 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $61,221 |
CITRIN COOPERMAN2 years Filed as: CITRIN COOPERMAN & CO. LLP Service code 10 · EIN 22-2428965 | Accounting | $28,425 |
Filed as: THE CONCORD ADVISORY GROUP, LTD. Service code 28 700 ALEXANDER PARK · PRINCETON, NJ 085406351 | Investment Management | $25,000 |
Filed as: J.P MORGAN Service code 28 PO BOX 8528 · BOSTON, MA 022668528 | Investment Management | $20,117 |
LUBERT ADLER1 year Filed as: LUBERT-ADLER, L.P. Service code 32 CIRA CENTRE · PHILADELPHIA, PA 191042868 | Real estate brokerage; Direct payment... | $5,041 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $202,389-100.0% | $198,173-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 48.7%-48.7pp | 42.0%-42.0pp | 45.9%-45.9pp |
| Annual return | 16.27% | 9.89%+6.4pp | 10.16%+6.1pp | 10.21%+6.1pp |
| Employer contribution / active EE | $0 | $36,071-100.0% | $33,192-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $7,397-100.0% | $7,531-100.0% | $13,518-100.0% |