Filed March 29, 2023
Total covered: 472 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.
| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $65,000 |
AON CONSULTING1+ years Service code 13 · EIN 22-2232264 | Contract Administrator | $58,215 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: SSGA Service code 28 1 LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $26,325 |
INCOME RESEARCH & MANAGEMENT1+ years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 115 FEDERAL STREET FLOOR 22 · BOSTON, MA 02110 | Investment Management | $7,296 |
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $80,293-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.3%-2.3pp |
| Annual return | 0.00% | 20.09%-20.1pp | 15.31%-15.3pp | 37.74%-37.7pp |
| Employer contribution / active EE | $7,637 | $15,382-50.3% | $28,686-73.4% | $15,781-51.6% |
| Participant deferral / active EE | $0 | $17-100.0% | $126-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $456-100.0% | $9,287-100.0% |