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 | $350,044 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $60,655 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC Service code 17 · EIN 36-3109431 | Pension Consulting | $44,431 |
BLACKROCK11+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 21 · EIN 94-3112180 | Bank Trustee | $41,624 |
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 | $74,127 | $131,153-43.5% | $101,326-26.8% | $102,872-27.9% |
| Participation rate | 90.5% | 80.8%+9.8pp | 81.5%+9.0pp | 73.0%+17.5pp |
| Annual return | 14.40% | 23.05%-8.6pp | 36.82%-22.4pp | 19.06%-4.7pp |
| Employer contribution / active EE | $5,345 | $3,900+37.1% | $3,665+45.8% | $3,526+51.6% |
| Participant deferral / active EE | $0 | $10,801-100.0% | $7,994-100.0% | $5,535-100.0% |
| Admin fee / account holder | $84 | $140-39.5% | $11,185-99.2% | $292-71.1% |