Filed March 8, 2024 (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 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 |
|---|---|---|
FINANCIAL ENGINES1 year Service code 27 · EIN 77-0473565 | Advisory (Plan) | $671,584 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE ASSOCIATES INC Service code 28 · EIN 52-0556948 | Investment Management | $665,105 |
Service code 37 · EIN 04-2647786 | Loan Processing | $487,587 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTONMANAGEMENT COMPANY Service code 28 · EIN 47-1167553 | Investment Management | $242,479 |
NORTHERN TRUST COMPANY6+ years Filed as: NORTHERN TRUST Service code 14 · EIN 36-1561860 | Plan Administrator | $200,468 |
FORVIS MAZARS, LLP5 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $108,550 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,257 | $139,268+47.4% | $177,821+15.4% | $106,222+93.2% |
| Participation rate | 96.1% | 91.6%+4.5pp | 87.7%+8.4pp | 70.8%+25.3pp |
| Annual return | 18.55% | 17.20%+1.3pp | 48.32%-29.8pp | 21.69%-3.1pp |
| Employer contribution / active EE | $8,756 | $4,832+81.2% | $5,918+48.0% | $2,723+221.5% |
| Participant deferral / active EE | $8,180 | $7,227+13.2% | $7,714+6.0% | $4,600+77.8% |
| Admin fee / account holder | $52 | $97-46.8% | $12,427-99.6% | $78-34.3% |