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 | $2,091,882 |
Filed as: JPMORGAN INVESTMENTS INSTITUTIONAL Service code 28 · EIN 13-3200244 | Investment Management | $462,629 |
CALLAN LLC4 years Service code 27 · EIN 94-2192581 | Advisory (Plan) | $412,500 |
Filed as: MCGILL POWER BELL & ASSOCIATES Service code 10 · EIN 25-1031405 | Accounting | $78,121 |
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $30,000 |
ALIGHT SOLUTIONS LLC1 year Service code 14 · EIN 82-1061233 | Plan Administrator | $20,500 |
CONDUENT HR CONSULTING, LLC5 years Filed as: CONDUENT HR SOLUTIONS, LLC Service code 14 · EIN 04-3609848 | Plan Administrator | $10,750 |
AON CONSULTING1 year Service code 16 · EIN 22-2232264 | Consulting | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,108 | $171,796+18.8% | $111,297+83.4% | $106,520+91.6% |
| Participation rate | 96.6% | 88.6%+8.0pp | 77.3%+19.3pp | 71.3%+25.3pp |
| Annual return | 34.18% | 18.62%+15.6pp | 54.65%-20.5pp | 19.28%+14.9pp |
| Employer contribution / active EE | $5,199 | $4,687+10.9% | $2,731+90.3% | $2,840+83.0% |
| Participant deferral / active EE | $6,709 | $7,845-14.5% | $4,487+49.5% | $4,948+35.6% |
| Admin fee / account holder | $89 | $69+28.9% | $7,964-98.9% | $75+20.0% |