Filed January 31, 2023 (most recent of 6 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,151,168 |
CALLAN LLC7 years Service code 16 · EIN 94-2192581 | Consulting | $650,000 |
ALIGHT SOLUTIONS LLC4 years Service code 16 · EIN 82-1061233 | Consulting | $70,707 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $33,674 |
AON CONSULTING8 years Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $10,900 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,992 | $178,759+23.6% | $102,423+115.8% | $106,382+107.7% |
| Participation rate | 94.2% | 91.3%+2.9pp | 76.5%+17.7pp | 69.9%+24.3pp |
| Annual return | 32.08% | 17.23%+14.9pp | 29.32%+2.8pp | 17.37%+14.7pp |
| Employer contribution / active EE | $6,582 | $5,750+14.5% | $3,023+117.7% | $3,364+95.7% |
| Participant deferral / active EE | $8,613 | $9,466-9.0% | $5,053+70.5% | $5,569+54.7% |
| Admin fee / account holder | $70 | $62+13.2% | $9,451-99.3% | $79-11.2% |