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 CONSULTING9+ years Service code 15 · EIN 22-2232264 | Recordkeeping | $337,147 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $63,320 |
BLACKROCK9+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 21 · EIN 94-3112180 | Bank Trustee | $24,055 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,818 | $103,482-42.2% | $94,646-36.8% | $103,482-42.2% |
| Participation rate | 85.9% | 73.3%+12.7pp | 80.8%+5.1pp | 73.3%+12.7pp |
| Annual return | 15.82% | 33.11%-17.3pp | 156.71%-140.9pp | 33.11%-17.3pp |
| Employer contribution / active EE | $3,090 | $3,208-3.7% | $3,672-15.8% | $3,208-3.7% |
| Participant deferral / active EE | $0 | $5,207-100.0% | $7,418-100.0% | $5,207-100.0% |
| Admin fee / account holder | $54 | $114-53.0% | $7,231-99.3% | $114-53.0% |