Filed February 16, 2024 (most recent of 3 filings on file)
Total covered: 284 employees
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 |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $3,392,151 |
INVESCO8 years Service code 28 · EIN 46-3793325 | Investment Management | $315,625 |
UBS FINANCIAL SERVICES INC11+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $150,000 |
NORTHERN TRUST COMPANY9 years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-2723087 | Bank Trustee | $135,100 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $17,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,728 | $140,769-48.3% | $156,263-53.5% | $140,769-48.3% |
| Participation rate | 92.2% | 74.2%+18.0pp | 78.9%+13.3pp | 74.2%+18.0pp |
| Annual return | 18.32% | 16.82%+1.5pp | 59.47%-41.1pp | 16.82%+1.5pp |
| Employer contribution / active EE | $2,613 | $3,906-33.1% | $4,333-39.7% | $3,906-33.1% |
| Participant deferral / active EE | $4,212 | $6,717-37.3% | $6,158-31.6% | $6,717-37.3% |
| Admin fee / account holder | $99 | $229-57.0% | $14,255-99.3% | $229-57.0% |