Filed January 22, 2019
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 6-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 | $82,185 |
AON CONSULTING5 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $13,216 |
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 | $231,479 | $48,698+375.3% | $93,606+147.3% | $199,593+16.0% |
| Participation rate | 73.5% | 63.5%+10.0pp | 68.7%+4.8pp | 72.0%+1.6pp |
| Annual return | 12.90% | 15.34%-2.4pp | 133.20%-120.3pp | 34.25%-21.3pp |
| Employer contribution / active EE | $3,382 | $1,135+198.0% | $2,420+39.7% | $3,034+11.4% |
| Participant deferral / active EE | $6,315 | $2,817+124.2% | $4,411+43.2% | $5,087+24.2% |
| Admin fee / account holder | $24 | $195-87.6% | $8,285-99.7% | $269-91.0% |