Filed April 13, 2021
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 5-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 |
|---|---|---|
BLACKROCK4+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 | Investment Management | $123,651 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $28,365 |
AON CONSULTING4+ years Filed as: AON INVESTMENT CONSULTING LLC Service code 11 · EIN 22-2232264 | Actuarial | $10,488 |
RVK, INC.2 years Filed as: R.V. KUHNS & ASSOCIATES Service code 27 · EIN 93-0910652 | Advisory (Plan) | $9,594 |
BLACKROCK4+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $6,762 |
HAMILTON LANE ADVISORS, LLC3 years Service code 28 · EIN 23-2962336 | Investment Management | $5,502 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $23,320-100.0% | $202,297-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 66.7%-66.7pp | 52.5%-52.5pp | 12.4%-12.4pp |
| Annual return | 9.95% | 9.79%+0.2pp | 14.21%-4.3pp | 9.89%+0.1pp |
| Employer contribution / active EE | $0 | $8,252-100.0% | $29,446-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $0 | $125-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $135-100.0% | $7,524-100.0% | $9,084-100.0% |