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 |
|---|---|---|
AON CONSULTING2 years Service code 17 · EIN 22-2232264 | Pension Consulting | $1,465,132 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 95-2632339 | Investment Management | $307,626 |
NORTHERN TRUST COMPANY3 years Service code 21 · EIN 36-1561860 | Bank Trustee | $5,731 |
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 | $289,195 | $173,253+66.9% | $80,019+261.4% | $73,367+294.2% |
| Participation rate | 96.0% | 88.8%+7.2pp | 75.8%+20.2pp | 69.5%+26.6pp |
| Annual return | -1.90% | -2.12%+0.2pp | 11.22%-13.1pp | 173.45%-175.4pp |
| Employer contribution / active EE | $6,617 | $6,338+4.4% | $2,468+168.1% | $2,499+164.8% |
| Participant deferral / active EE | $12,807 | $8,893+44.0% | $3,686+247.5% | $4,033+217.6% |
| Admin fee / account holder | $72 | $90-20.0% | $6,521-98.9% | $68+5.1% |