Filed March 26, 2024 (most recent of 5 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 |
|---|---|---|
AON CONSULTING4 years Filed as: AON HEWITT ASSOCIATES LLC Service code 16 P. O. BOX 95135 · CHICAGO, IL 60694 | Consulting | $66,604 |
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $54,474 |
RAMSEY SOLUTIONS1 year Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $14,522 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,356 | $144,996+35.4% | $111,297+76.4% | $93,030+111.1% |
| Participation rate | 98.2% | 86.2%+12.1pp | 77.3%+20.9pp | 73.9%+24.3pp |
| Annual return | 13.50% | 18.26%-4.8pp | 54.65%-41.1pp | 158.70%-145.2pp |
| Employer contribution / active EE | $3,684 | $3,056+20.6% | $2,731+34.9% | $2,706+36.2% |
| Participant deferral / active EE | $10,458 | $5,587+87.2% | $4,487+133.1% | $4,562+129.2% |
| Admin fee / account holder | $23 | $103-77.8% | $7,964-99.7% | $152-84.9% |