Filed January 23, 2025 (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 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 |
|---|---|---|
NORTHBRIDGE PARTNERS LLC2 years Filed as: NORTHBRIDGE WEALTH MANAGEMENT Service code 27 665 N. ACADEMY STREET · GREENVILLE, SC 29601 | Advisory (Plan) | $58,125 |
UNIFIED TRUST COMPANY, N.A.10+ years Filed as: UNIFIED TRUST COMPANY NA Service code 15 · EIN 61-1381380 | Recordkeeping | $22,335 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 14 · EIN 82-3719843 | Plan Administrator | $5,428 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $113,573 | $132,049-14.0% | $200,582-43.4% | $74,304+52.8% |
| Participation rate | 98.8% | 84.1%+14.7pp | 86.9%+11.9pp | 60.3%+38.4pp |
| Annual return | 14.01% | 22.22%-8.2pp | 42.33%-28.3pp | 29.43%-15.4pp |
| Employer contribution / active EE | $3,722 | $4,558-18.3% | $6,419-42.0% | $2,241+66.1% |
| Participant deferral / active EE | $5,699 | $7,213-21.0% | $9,331-38.9% | $3,767+51.3% |
| Admin fee / account holder | $380 | $2,405-84.2% | $16,305-97.7% | $2,969-87.2% |