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 | $472,647 |
BAKER NEWMAN NOYES2 years Filed as: BAKER NEWMAN & NOYES LLC Service code 10 · EIN 01-0494526 | Accounting | $15,760 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $13,727 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,949 | $48,464+36.1% | $90,951-27.5% | $106,222-37.9% |
| Participation rate | 38.7% | 53.1%-14.4pp | 69.0%-30.3pp | 70.8%-32.1pp |
| Annual return | 14.71% | 16.72%-2.0pp | 134.60%-119.9pp | 21.69%-7.0pp |
| Employer contribution / active EE | $719 | $939-23.5% | $2,122-66.1% | $2,723-73.6% |
| Participant deferral / active EE | $1,066 | $1,510-29.4% | $3,373-68.4% | $4,600-76.8% |
| Admin fee / account holder | $38 | $58-33.9% | $5,959-99.4% | $78-51.2% |