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 | $458,723 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $14,174 |
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 | $61,806 | $47,540+30.0% | $79,550-22.3% | $89,394-30.9% |
| Participation rate | 38.7% | 54.9%-16.2pp | 69.5%-30.8pp | 71.3%-32.6pp |
| Annual return | -15.24% | -8.05%-7.2pp | 0.16%-15.4pp | -11.89%-3.4pp |
| Employer contribution / active EE | $777 | $1,122-30.8% | $2,413-67.8% | $3,022-74.3% |
| Participant deferral / active EE | $1,183 | $1,961-39.7% | $3,985-70.3% | $5,123-76.9% |
| Admin fee / account holder | $35 | $59-40.6% | $6,832-99.5% | $79-56.2% |