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 CONSULTING9+ years Service code 15 · EIN 22-2232264 | Recordkeeping | $1,450,012 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $157,426 |
BLACKROCK7 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $29,998 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,249 | $103,482+4.6% | $94,646+14.4% | $103,482+4.6% |
| Participation rate | 98.8% | 73.3%+25.5pp | 80.8%+17.9pp | 73.3%+25.5pp |
| Annual return | 20.39% | 33.11%-12.7pp | 156.71%-136.3pp | 33.11%-12.7pp |
| Employer contribution / active EE | $3,214 | $3,208+0.2% | $3,672-12.5% | $3,208+0.2% |
| Participant deferral / active EE | $8,367 | $5,207+60.7% | $7,418+12.8% | $5,207+60.7% |
| Admin fee / account holder | $107 | $114-6.1% | $7,231-98.5% | $114-6.1% |