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 CONSULTING6+ years Service code 15 · EIN 22-2232264 | Recordkeeping | $338,943 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $58,973 |
BLACKROCK6+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $31,149 |
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 | $50,961 | $103,430-50.7% | $100,516-49.3% | $93,223-45.3% |
| Participation rate | 93.5% | 84.3%+9.3pp | 79.4%+14.1pp | 74.9%+18.6pp |
| Annual return | 13.24% | 24.60%-11.4pp | 30.89%-17.6pp | 19.29%-6.0pp |
| Employer contribution / active EE | $2,657 | $3,129-15.1% | $3,418-22.2% | $2,680-0.8% |
| Participant deferral / active EE | $0 | $6,375-100.0% | $6,270-100.0% | $4,563-100.0% |
| Admin fee / account holder | $53 | $85-36.9% | $8,081-99.3% | $79-32.6% |