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 CONSULTING4+ years Service code 15 · EIN 22-2232264 | Recordkeeping | $425,285 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $45,746 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $28,411 |
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 | $38,415 | $68,904-44.2% | $83,333-53.9% | $68,904-44.2% |
| Participation rate | 88.5% | 74.1%+14.4pp | 77.8%+10.7pp | 74.1%+14.4pp |
| Annual return | -6.01% | 1.07%-7.1pp | 10.63%-16.6pp | 1.07%-7.1pp |
| Employer contribution / active EE | $2,538 | $2,540-0.1% | $3,379-24.9% | $2,540-0.1% |
| Participant deferral / active EE | $0 | $4,015-100.0% | $5,565-100.0% | $4,015-100.0% |
| Admin fee / account holder | $59 | $71-17.6% | $7,510-99.2% | $71-17.6% |