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 LLC5+ years Filed as: ALIGHT SOLUTION LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $4,082,418 |
MARRIOTT INTERNATIONAL, INC.5+ years Service code 14 · EIN 52-2055918 | Plan Administrator | $255,276 |
NEPC, LLC5+ years Filed as: NEPC Service code 16 · EIN 26-1429809 | Consulting | $132,052 |
MAYER HOFFMAN MCCANN P.C.5+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $50,000 |
IVINS, PHILLIPS & BARKER2 years Filed as: IVINS, PHILLIPS & BAKER Service code 29 · EIN 52-1229560 | Legal | $32,268 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,213 | $45,365+81.2% | $58,482+40.6% | $96,393-14.7% |
| Participation rate | 86.6% | 30.9%+55.7pp | 50.9%+35.7pp | 71.3%+15.3pp |
| Annual return | 24.51% | 20.48%+4.0pp | 4239.32%-4214.8pp | 22.88%+1.6pp |
| Employer contribution / active EE | $2,135 | $584+265.5% | $1,053+102.7% | $3,238-34.1% |
| Participant deferral / active EE | $3,492 | $1,304+167.8% | $1,924+81.5% | $5,455-36.0% |
| Admin fee / account holder | $37 | $74-50.6% | $2,516-98.5% | $74-50.4% |