Filed October 15, 2024 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MAYER HOFFMAN MCCANN P.C.8+ years Filed as: MAYER HOFFMAN MCCANN Service code 10 · EIN 43-1947695 | Accounting | $34,275 |
Service code 24 · EIN 04-2647786 | Discretionary Trustee | $14,650 |
NORTHERN TRUST COMPANY8+ years Filed as: THE NORTHERN TRUST CO. Service code 21 · EIN 36-1561860 | Bank Trustee | $3,243 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,077 | $119,153+10.8% | $151,611-12.9% | $78,044+69.2% |
| Participation rate | 88.5% | 92.5%-4.0pp | 87.5%+1.0pp | 74.4%+14.0pp |
| Annual return | 30.09% | -10.83%+40.9pp | 3.33%+26.8pp | 10.87%+19.2pp |
| Employer contribution / active EE | $6,960 | $5,298+31.4% | $6,166+12.9% | $3,125+122.8% |
| Participant deferral / active EE | $6,489 | $8,624-24.8% | $8,363-22.4% | $5,084+27.6% |
| Admin fee / account holder | $4 | $69-94.1% | $11,616-100.0% | $79-94.9% |