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 CONSULTING10+ years Service code 15 · EIN 22-2232264 | Recordkeeping | $341,937 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $53,360 |
BLACKROCK10+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 21 · EIN 94-3112180 | Bank Trustee | $51,582 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 17 · EIN 36-3109431 | Pension Consulting | $21,888 |
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 | $65,886 | $115,744-43.1% | $100,391-34.4% | $199,593-67.0% |
| Participation rate | 90.7% | 85.7%+5.1pp | 81.5%+9.2pp | 72.0%+18.7pp |
| Annual return | 11.77% | 17.79%-6.0pp | 49.20%-37.4pp | 34.25%-22.5pp |
| Employer contribution / active EE | $3,393 | $3,657-7.2% | $3,942-13.9% | $3,034+11.8% |
| Participant deferral / active EE | $0 | $9,844-100.0% | $8,082-100.0% | $5,087-100.0% |
| Admin fee / account holder | $66 | $93-28.6% | $7,899-99.2% | $269-75.3% |