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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,797,401 |
CONDUENT HR CONSULTING, LLC3 years Filed as: CONDUENT HR SOLUTIONS, LLC Service code 14 · EIN 04-3609848 | Plan Administrator | $150,370 |
CALLAN LLC2 years Service code 27 · EIN 94-2192581 | Advisory (Plan) | $150,000 |
BAKER & HOSTETLER LLP1 year Service code 29 · EIN 34-0082025 | Legal | $19,350 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT SOLUTIONS Service code 16 · EIN 82-1061233 | Consulting | $14,000 |
Filed as: TOTAL MARKETING RESOURCES, LLC Service code 38 · EIN 27-3112843 | Participant Communication | $5,143 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,490 | $143,368+15.4% | $87,100+90.0% | $89,569+84.8% |
| Participation rate | 98.1% | 88.2%+9.9pp | 76.9%+21.3pp | 69.6%+28.6pp |
| Annual return | 25.32% | 28.55%-3.2pp | 28.19%-2.9pp | 34.56%-9.2pp |
| Employer contribution / active EE | $4,449 | $4,012+10.9% | $2,521+76.4% | $2,584+72.2% |
| Participant deferral / active EE | $6,829 | $7,129-4.2% | $4,049+68.7% | $4,220+61.8% |
| Admin fee / account holder | $67 | $61+10.2% | $7,497-99.1% | $72-6.4% |