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 LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $1,468,444 |
NORTHERN TRUST COMPANY8 years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-2723087 | Bank Trustee | $501,661 |
INVESCO7 years Service code 28 · EIN 46-3793325 | Investment Management | $202,330 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $200,000 |
HANCOCK ASKEW & CO., LLP10+ years Filed as: HANCOCK ASKEW AND CO LLP Service code 10 · EIN 58-0662558 | Accounting | $53,850 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,684 | $96,807-31.1% | $164,813-59.5% | $106,382-37.3% |
| Participation rate | 91.6% | 79.1%+12.5pp | 78.6%+13.0pp | 69.9%+21.8pp |
| Annual return | 12.48% | 17.39%-4.9pp | 69.93%-57.4pp | 17.37%-4.9pp |
| Employer contribution / active EE | $2,494 | $2,888-13.6% | $4,341-42.5% | $3,364-25.9% |
| Participant deferral / active EE | $4,161 | $5,055-17.7% | $6,031-31.0% | $5,569-25.3% |
| Admin fee / account holder | $64 | $66-2.8% | $12,690-99.5% | $79-19.4% |