Filed October 15, 2024 (most recent of 3 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 |
|---|---|---|
MERCER2+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $426,000 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 50 · EIN 95-2632339 | Direct Payment | $149,000 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $30,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,280 | $169,122+53.3% | $77,999+232.4% | $329,111-21.2% |
| Participation rate | 94.2% | 88.4%+5.8pp | 75.5%+18.7pp | 67.9%+26.3pp |
| Annual return | 8.52% | 11.00%-2.5pp | 425.96%-417.4pp | 16.35%-7.8pp |
| Employer contribution / active EE | $5,536 | $5,827-5.0% | $2,470+124.1% | $2,303+140.3% |
| Participant deferral / active EE | $11,235 | $8,046+39.6% | $3,497+221.3% | $3,682+205.1% |
| Admin fee / account holder | $41 | $83-50.1% | $5,480-99.2% | $754-94.5% |