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 CONSULTING10+ years Service code 15 · EIN 22-2232264 | Recordkeeping | $1,725,682 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $141,177 |
BLACKROCK8 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $42,073 |
AON CONSULTING1 year Filed as: AON INVESTMENTS Service code 17 · EIN 36-3109431 | Pension Consulting | $21,888 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,306 | $99,062+26.5% | $100,391+24.8% | $99,062+26.5% |
| Participation rate | 96.1% | 71.6%+24.5pp | 81.5%+14.6pp | 71.6%+24.5pp |
| Annual return | 15.83% | 17.66%-1.8pp | 49.20%-33.4pp | 17.66%-1.8pp |
| Employer contribution / active EE | $3,302 | $3,262+1.2% | $3,942-16.2% | $3,262+1.2% |
| Participant deferral / active EE | $8,804 | $5,331+65.1% | $8,082+8.9% | $5,331+65.1% |
| Admin fee / account holder | $137 | $109+26.0% | $7,899-98.3% | $109+26.0% |