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 CONSULTING2 years Service code 17 · EIN 22-2232264 | Pension Consulting | $296,182 |
BLACKROCK2 years Service code 21 · EIN 94-3112180 | Bank Trustee | $28,841 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,080 | $134,045+41.1% | $80,019+136.3% | $75,289+151.1% |
| Participation rate | 96.2% | 85.8%+10.5pp | 75.8%+20.4pp | 72.4%+23.8pp |
| Annual return | 1.40% | -0.56%+2.0pp | 11.22%-9.8pp | -0.04%+1.4pp |
| Employer contribution / active EE | $3,205 | $3,492-8.2% | $2,468+29.9% | $2,405+33.2% |
| Participant deferral / active EE | $7,585 | $4,976+52.4% | $3,686+105.8% | $3,739+102.9% |
| Admin fee / account holder | $148 | $124+19.1% | $6,521-97.7% | $102+44.3% |