Filed April 24, 2017
Total covered: 354 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 9-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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS9+ years Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $687,074 |
AMERICAN FUNDS5 years Filed as: TREMBLANT CAPITAL GROUP Service code 28 · EIN 83-0349287 | Investment Management | $396,050 |
Service code 37 · EIN 04-2647786 | Loan Processing | $180,187 |
NEPC, LLC9+ years Service code 16 · EIN 26-1429809 | Consulting | $171,247 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 28 · EIN 20-4659714 | Investment Management | $159,512 |
BLACK & PINCKARD LLC9+ years Filed as: BLACK ROCK FINANCIAL MANAGEMENT INC Service code 28 · EIN 94-3112180 | Investment Management | $106,380 |
DELOITTE & TOUCHE LLP3 years Filed as: DELOITTE & TOUCHE LLLP Service code 10 · EIN 13-3891517 | Accounting | $106,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,013 | $147,538-14.6% | $150,045-16.0% | $117,739+7.0% |
| Participation rate | 92.7% | 72.5%+20.2pp | 82.3%+10.4pp | 76.6%+16.1pp |
| Annual return | 17.34% | 16.95%+0.4pp | 62.55%-45.2pp | 17.29%+0.1pp |
| Employer contribution / active EE | $2,312 | $4,350-46.8% | $4,693-50.7% | $3,746-38.3% |
| Participant deferral / active EE | $9,086 | $8,925+1.8% | $7,997+13.6% | $6,128+48.3% |
| Admin fee / account holder | $65 | $125-47.9% | $13,435-99.5% | $112-41.7% |