Filed April 22, 2022 (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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 33 · EIN 04-1867445 | Securities brokerage; Securities brok... | $41,000 |
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $35,000 |
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 | $146,002 | $81,321+79.5% | $68,509+113.1% | $59,188+146.7% |
| Participation rate | 95.5% | 83.8%+11.6pp | 74.7%+20.7pp | 69.4%+26.0pp |
| Annual return | -1.46% | 4.65%-6.1pp | 8.27%-9.7pp | 5.51%-7.0pp |
| Employer contribution / active EE | $3,159 | $3,297-4.2% | $2,278+38.7% | $2,098+50.6% |
| Participant deferral / active EE | $6,710 | $4,592+46.1% | $3,382+98.4% | $3,265+105.5% |
| Admin fee / account holder | $20 | $62-68.2% | $5,275-99.6% | $92-78.7% |