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 |
|---|---|---|
AON CONSULTING1 year Service code 17 · EIN 22-2232264 | Pension Consulting | $146,748 |
BLACKROCK1 year Service code 21 · EIN 94-3112180 | Bank Trustee | $26,934 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,932 | $90,410+134.4% | $91,001+132.9% | $77,958+171.9% |
| Participation rate | 92.0% | 86.4%+5.6pp | 75.6%+16.4pp | 71.6%+20.3pp |
| Annual return | 35.36% | 21.34%+14.0pp | 4.60%+30.8pp | 20.87%+14.5pp |
| Employer contribution / active EE | $2,833 | $3,392-16.5% | $2,456+15.4% | $2,310+22.6% |
| Participant deferral / active EE | $6,338 | $4,816+31.6% | $3,547+78.7% | $3,537+79.2% |
| Admin fee / account holder | $112 | $79+42.0% | $5,417-97.9% | $97+15.1% |