Filed August 3, 2022 (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 |
|---|---|---|
AON CONSULTING11+ years Service code 15 · EIN 22-2232264 | Recordkeeping | $1,565,185 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $161,739 |
AON CONSULTING2 years Filed as: AON INVESTMENTS Service code 17 · EIN 36-3109431 | Pension Consulting | $44,432 |
BLACKROCK9 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $44,343 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,197 | $131,153+2.3% | $101,326+32.4% | $102,872+30.5% |
| Participation rate | 93.7% | 80.8%+12.9pp | 81.5%+12.2pp | 73.0%+20.7pp |
| Annual return | 16.04% | 23.05%-7.0pp | 36.82%-20.8pp | 19.06%-3.0pp |
| Employer contribution / active EE | $5,241 | $3,900+34.4% | $3,665+43.0% | $3,526+48.6% |
| Participant deferral / active EE | $14,097 | $10,801+30.5% | $7,994+76.3% | $5,535+154.7% |
| Admin fee / account holder | $156 | $140+11.7% | $11,185-98.6% | $292-46.7% |