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.7+ years Filed as: VERISIGHT Service code 19 135 SOUTH LASALLE STREET · CHICAGO, IL 606034185 | Securities Custodian | $76,573 |
RSM US LLP6+ years Filed as: MCGLADREY INVESTMENT ADVISORY SERVI Service code 27 ONE S. WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Plan) | $50,000 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,974 | $185,342-48.8% | $111,297-14.7% | $86,799+9.4% |
| Participation rate | 100.0% | 81.0%+19.0pp | 77.3%+22.7pp | 72.3%+27.7pp |
| Annual return | 11.46% | 500.80%-489.3pp | 54.65%-43.2pp | 97.91%-86.5pp |
| Employer contribution / active EE | $5,533 | $2,246+146.3% | $2,731+102.6% | $2,405+130.0% |
| Participant deferral / active EE | $4,472 | $4,458+0.3% | $4,487-0.3% | $4,131+8.3% |
| Admin fee / account holder | $124 | $255-51.3% | $7,964-98.4% | $170-26.7% |