Filed July 15, 2022 (most recent of 4 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 |
|---|---|---|
VERISIGHT, INC.6+ years Filed as: VERISIGHT Service code 19 135 SOUTH LASALLE STREET · CHICAGO, IL 606034185 | Securities Custodian | $52,964 |
RSM US LLP5+ years Filed as: MCGLADREY INVESTMENT ADVISORY SERVI Service code 27 ONE S. WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Plan) | $49,997 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,193 | $79,519+18.5% | $95,952-1.8% | $73,409+28.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 13.59% | 19.20%-5.6pp | 91.61%-78.0pp | 59.29%-45.7pp |
| Employer contribution / active EE | $6,260 | $2,048+205.7% | $2,541+146.4% | $2,234+180.3% |
| Participant deferral / active EE | $4,530 | $4,138+9.5% | $4,167+8.7% | $3,805+19.0% |
| Admin fee / account holder | $112 | $184-39.2% | $6,795-98.4% | $158-29.0% |