Filed September 22, 2022 (most recent of 4 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.8 years Filed as: STRATEGIC ADVISORS Service code 26 · EIN 04-2654524 | Advisory (Participants) | $2,283,850 |
BLACKROCK8 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO,NA Service code 21 · EIN 94-3112180 | Bank Trustee | $1,008,228 |
FID INV INST OPS CO8 years Service code 15 · EIN 04-2647786 | Recordkeeping | $242,276 |
NORTHERN TRUST COMPANY10+ years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-2723087 | Bank Trustee | $107,016 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $79,500 |
HEWITT ASSOCIATES LLC10+ years Filed as: HEWITT FINANCIAL SERVICES LLC Service code 33 · EIN 36-3943169 | Distribution (12b-1) fees; Finders' f... | $77,750 |
CURCIO WEBB8 years Service code 16 · EIN 36-4171366 | Consulting | $33,218 |
PRINTEDGE10+ years Service code 38 · EIN 62-1142356 | Participant Communication | $12,811 |
Filed as: SIMPLY CONNECT CONSULTING Service code 38 · EIN 27-2424795 | Participant Communication | $12,625 |
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 | $293,542 | $178,759+64.2% | $102,423+186.6% | $106,382+175.9% |
| Participation rate | 99.6% | 91.3%+8.3pp | 76.5%+23.1pp | 69.9%+29.7pp |
| Annual return | 15.01% | 17.23%-2.2pp | 29.32%-14.3pp | 17.37%-2.4pp |
| Employer contribution / active EE | $11,673 | $5,750+103.0% | $3,023+286.1% | $3,364+247.0% |
| Participant deferral / active EE | $12,502 | $9,466+32.1% | $5,053+147.4% | $5,569+124.5% |
| Admin fee / account holder | $86 | $62+37.8% | $9,451-99.1% | $79+8.1% |