Filed February 18, 2022
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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET Service code 15 · EIN 04-2456637 | Recordkeeping | $4,454,869 |
Filed as: VOYA FINANCIAL, INC. Service code 15 · EIN 71-0294708 | Recordkeeping | $2,469,084 |
Filed as: PRUDENTIAL INSURANCE Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $519,353 |
Filed as: PRUDENTIAL TRUST Service code 51 · EIN 23-6994310 | Investment Mgmt Fees | $170,721 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,940 | $37,383-65.4% | $71,086-81.8% | $73,367-82.4% |
| Participation rate | 88.5% | 33.8%+54.7pp | 54.7%+33.9pp | 69.5%+19.0pp |
| Annual return | -4.84% | 0.47%-5.3pp | 650.59%-655.4pp | 173.45%-178.3pp |
| Employer contribution / active EE | $425 | $490-13.1% | $1,088-60.9% | $2,499-83.0% |
| Participant deferral / active EE | $1,112 | $1,117-0.5% | $1,874-40.7% | $4,033-72.4% |
| Admin fee / account holder | $58 | $75-21.9% | $3,082-98.1% | $68-14.8% |