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 | $427,952 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $14,182 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,768 | $55,785+32.2% | $96,562-23.6% | $106,520-30.7% |
| Participation rate | 40.1% | 53.4%-13.3pp | 69.8%-29.7pp | 71.3%-31.2pp |
| Annual return | 15.78% | 17.66%-1.9pp | 37.78%-22.0pp | 19.28%-3.5pp |
| Employer contribution / active EE | $764 | $1,042-26.6% | $2,356-67.6% | $2,840-73.1% |
| Participant deferral / active EE | $1,166 | $1,782-34.6% | $3,849-69.7% | $4,948-76.4% |
| Admin fee / account holder | $33 | $59-43.7% | $6,181-99.5% | $75-55.7% |