Filed April 20, 2020 (most recent of 2 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 5-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 Service code 15 · EIN 82-1061233 | Recordkeeping | $257,504 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK AND TRUST CO Service code 25 · EIN 04-1867445 | Directed Trustee | $138,995 |
STATE STREET GLOBAL ADVISORS5+ years Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $131,472 |
AB FUNDS5+ years Filed as: ALLIANCEBERNSTEIN L.P. Service code 23 · EIN 13-4064930 | Other insurance fees and expenses; In... | $85,579 |
GRANT THORNTON LLP3 years Service code 10 · EIN 36-6055558 | Accounting | $36,000 |
AON CONSULTING1 year Filed as: AON Service code 16 · EIN 22-2232264 | Consulting | $15,500 |
THE BANK OF NEW YORK MELLON4 years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $11,391 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,567 | $110,299-9.7% | $102,423-2.8% | $199,593-50.1% |
| Participation rate | 92.9% | 86.3%+6.6pp | 76.5%+16.4pp | 72.0%+20.9pp |
| Annual return | 16.29% | 35.73%-19.4pp | 29.32%-13.0pp | 34.25%-18.0pp |
| Employer contribution / active EE | $9,542 | $3,603+164.8% | $3,023+215.6% | $3,034+214.5% |
| Participant deferral / active EE | $12,367 | $6,376+94.0% | $5,053+144.7% | $5,087+143.1% |
| Admin fee / account holder | $140 | $122+14.5% | $9,451-98.5% | $269-47.9% |