Filed December 2, 2024 (most recent of 3 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 6-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 |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $3,895,397 |
Filed as: MARRIOTT INTERNATIONAL INC. Service code 14 · EIN 52-2055918 | Plan Administrator | $1,156,533 |
NEPC, LLC6+ years Filed as: NEPC Service code 16 · EIN 26-1429809 | Consulting | $137,518 |
COHNREZNICK LLP6+ years Service code 10 · EIN 22-1478099 | Accounting | $53,000 |
IVINS, PHILLIPS & BARKER1 year Service code 29 · EIN 52-1229560 | Legal | $41,510 |
Filed as: CBIZ Service code 10 · EIN 43-1947695 | Accounting | $25,500 |
GIBSON CAPITAL, LLC3 years Filed as: GIBSON, DUNN & CRUTCHER LLP Service code 29 · EIN 95-1611234 | Legal | $6,213 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,894 | $47,385+93.9% | $56,411+62.9% | $106,382-13.6% |
| Participation rate | 78.4% | 33.2%+45.2pp | 52.5%+25.9pp | 69.9%+8.5pp |
| Annual return | 16.83% | 17.29%-0.5pp | 1701.33%-1684.5pp | 17.37%-0.5pp |
| Employer contribution / active EE | $2,188 | $623+251.2% | $1,039+110.6% | $3,364-35.0% |
| Participant deferral / active EE | $3,582 | $1,440+148.7% | $1,952+83.5% | $5,569-35.7% |
| Admin fee / account holder | $42 | $78-46.6% | $2,829-98.5% | $79-47.4% |