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 CONSULTING3+ years Service code 15 · EIN 22-2232264 | Recordkeeping | $443,509 |
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $58,573 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $33,908 |
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 | $41,567 | $177,276-76.6% | $90,160-53.9% | $177,276-76.6% |
| Participation rate | 96.1% | 74.8%+21.2pp | 76.9%+19.2pp | 74.8%+21.2pp |
| Annual return | 14.30% | 21.25%-7.0pp | 34.88%-20.6pp | 21.25%-7.0pp |
| Employer contribution / active EE | $2,654 | $2,479+7.1% | $3,318-20.0% | $2,479+7.1% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $5,288-100.0% | $3,881-100.0% |
| Admin fee / account holder | $61 | $154-60.5% | $5,943-99.0% | $154-60.5% |