Filed April 6, 2018 (most recent of 4 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 7-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $347,299 |
AON CONSULTING2+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 36-3109431 | Advisory (Plan) | $13,727 |
BAKER NEWMAN NOYES1 year Filed as: BAKER NEWMAN & NOYES LLC Service code 10 · EIN 01-0494526 | Accounting | $8,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,710 | $100,179-40.4% | $84,015-28.9% | $89,569-33.3% |
| Participation rate | 42.5% | 54.1%-11.7pp | 69.0%-26.6pp | 69.6%-27.1pp |
| Annual return | 21.72% | 22.50%-0.8pp | 71.31%-49.6pp | 34.56%-12.8pp |
| Employer contribution / active EE | $706 | $816-13.5% | $1,983-64.4% | $2,584-72.7% |
| Participant deferral / active EE | $1,065 | $1,459-27.0% | $3,239-67.1% | $4,220-74.8% |
| Admin fee / account holder | $12 | $72-82.8% | $6,101-99.8% | $72-82.7% |