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 CONSULTING8+ years Service code 15 · EIN 22-2232264 | Recordkeeping | $1,487,997 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $155,659 |
BLACKROCK6 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $40,994 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,295 | $83,595+9.2% | $86,436+5.6% | $78,044+17.0% |
| Participation rate | 97.6% | 81.9%+15.8pp | 80.3%+17.3pp | 74.4%+23.2pp |
| Annual return | -16.51% | -10.64%-5.9pp | 4394.89%-4411.4pp | 10.87%-27.4pp |
| Employer contribution / active EE | $2,963 | $3,111-4.7% | $3,769-21.4% | $3,125-5.2% |
| Participant deferral / active EE | $7,637 | $6,427+18.8% | $6,952+9.9% | $5,084+50.2% |
| Admin fee / account holder | $102 | $82+23.7% | $6,731-98.5% | $79+29.3% |