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 LLC2+ years Filed as: ALIGHT SOLUTION LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $4,084,491 |
MARRIOTT INTERNATIONAL, INC.2+ years Service code 14 · EIN 52-2055918 | Plan Administrator | $215,946 |
NEPC, LLC2+ years Filed as: NEPC Service code 16 · EIN 26-1429809 | Consulting | $115,666 |
MAYER HOFFMAN MCCANN P.C.2+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $73,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,307 | $48,082+73.3% | $77,482+7.5% | $106,222-21.6% |
| Participation rate | 83.9% | 33.6%+50.3pp | 54.2%+29.7pp | 70.8%+13.1pp |
| Annual return | 8.52% | 15.72%-7.2pp | 54.79%-46.3pp | 21.69%-13.2pp |
| Employer contribution / active EE | $860 | $457+88.0% | $986-12.8% | $2,723-68.4% |
| Participant deferral / active EE | $2,398 | $1,043+130.0% | $1,861+28.8% | $4,600-47.9% |
| Admin fee / account holder | $41 | $79-48.9% | $2,858-98.6% | $78-48.2% |