Filed June 4, 2020 (most recent of 6 filings on file)
Total covered: 47 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 |
|---|---|---|
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRST CO N.A Service code 51 · EIN 94-3112180 | Investment Mgmt Fees | $66,497 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,563 | $68,904+207.0% | $111,392+89.9% | $68,904+207.0% |
| Participation rate | 97.0% | 74.1%+22.9pp | 78.9%+18.1pp | 74.1%+22.9pp |
| Annual return | -6.36% | 1.07%-7.4pp | -2.06%-4.3pp | 1.07%-7.4pp |
| Employer contribution / active EE | $8,430 | $2,540+231.9% | $4,328+94.8% | $2,540+231.9% |
| Participant deferral / active EE | $11,552 | $4,015+187.7% | $5,567+107.5% | $4,015+187.7% |
| Admin fee / account holder | $82 | $71+15.4% | $12,266-99.3% | $71+15.4% |