Filed May 24, 2021 (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 |
|---|---|---|
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES Service code 28 · EIN 47-5324976 | Investment Management | $982,893 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 35-1561860 | Investment Management | $274,061 |
BLACKROCK4+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 98-0510248 | Investment Management | $107,259 |
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $67,550 |
DEUTSCHE BANK SECURITIES INC.4+ years Filed as: DEUTSCHE INV MGMT AMERICAS INC Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $35,784 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,384 | $104,281+5.9% | $140,016-21.2% | $68,904+60.2% |
| Participation rate | 97.4% | 89.1%+8.3pp | 87.5%+9.9pp | 74.1%+23.3pp |
| Annual return | -5.73% | -1.33%-4.4pp | 651.12%-656.9pp | 1.07%-6.8pp |
| Employer contribution / active EE | $2,971 | $4,070-27.0% | $5,606-47.0% | $2,540+17.0% |
| Participant deferral / active EE | $6,857 | $6,129+11.9% | $6,927-1.0% | $4,015+70.8% |
| Admin fee / account holder | $141 | $79+79.1% | $10,705-98.7% | $71+97.7% |