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 |
|---|---|---|
MERCER1 year Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $84,000 |
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $72,008 |
THE LAMPO GROUP, INC.1 year Service code 16 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Consulting | $57,983 |
AON CONSULTING2 years Filed as: AON Service code 16 200 E RANDOLPH STREET · CHICAGO, IL 60601 | Consulting | $17,172 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,306 | $104,697+62.7% | $96,544+76.4% | $80,160+112.5% |
| Participation rate | 97.4% | 86.4%+11.0pp | 76.0%+21.4pp | 72.9%+24.4pp |
| Annual return | 17.63% | 21.78%-4.2pp | 25.84%-8.2pp | 40.38%-22.7pp |
| Employer contribution / active EE | $3,736 | $3,536+5.6% | $2,965+26.0% | $2,978+25.4% |
| Participant deferral / active EE | $9,166 | $6,188+48.1% | $4,851+88.9% | $5,017+82.7% |
| Admin fee / account holder | $36 | $107-66.5% | $8,252-99.6% | $145-75.3% |