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 CONSULTING2+ years Service code 15 · EIN 22-2232264 | Recordkeeping | $450,684 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $77,156 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $24,453 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,546 | $65,292-44.0% | $80,975-54.9% | $65,292-44.0% |
| Participation rate | 87.1% | 72.4%+14.6pp | 75.8%+11.2pp | 72.4%+14.6pp |
| Annual return | 7.64% | 11.84%-4.2pp | 17.10%-9.5pp | 11.84%-4.2pp |
| Employer contribution / active EE | $2,356 | $2,302+2.3% | $3,714-36.6% | $2,302+2.3% |
| Participant deferral / active EE | $0 | $3,579-100.0% | $5,696-100.0% | $3,579-100.0% |
| Admin fee / account holder | $62 | $57+8.6% | $5,516-98.9% | $57+8.6% |