Filed May 24, 2024 (most recent of 3 filings on file)
Total covered: 2,361 employees
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 |
|---|---|---|
NORTHERN TRUST COMPANY11+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $624,077 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $329,194 |
ALIGHT SOLUTIONS LLC8 years Service code 38 · EIN 82-1061233 | Participant Communication | $76,072 |
ERNST & YOUNG LLP9 years Filed as: ERNST & YOUNG US LLP Service code 99 · EIN 34-6565596 | Other Fees | $42,000 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 7 reportable transactions. $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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $315,003 | $171,977+83.2% | $200,582+57.0% | $140,769+123.8% |
| Participation rate | 96.4% | 93.2%+3.2pp | 86.9%+9.5pp | 74.2%+22.3pp |
| Annual return | 16.22% | 19.20%-3.0pp | 42.33%-26.1pp | 16.82%-0.6pp |
| Employer contribution / active EE | $8,392 | $6,031+39.1% | $6,419+30.7% | $3,906+114.9% |
| Participant deferral / active EE | $13,101 | $9,366+39.9% | $9,331+40.4% | $6,717+95.1% |
| Admin fee / account holder | $26 | $68-62.1% | $16,305-99.8% | $229-88.8% |