Filed January 22, 2019
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $227,103 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $17,404 |
BAKER NEWMAN NOYES1 year Filed as: BAKER NEWMAN & NOYES LLC Service code 10 · EIN 01-0494526 | Accounting | $14,635 |
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 | $213,716 | $43,466+391.7% | $90,951+135.0% | $90,288+136.7% |
| Participation rate | 76.1% | 62.5%+13.7pp | 69.0%+7.1pp | 73.4%+2.8pp |
| Annual return | 14.68% | 25.26%-10.6pp | 134.60%-119.9pp | 53.97%-39.3pp |
| Employer contribution / active EE | $3,379 | $840+302.3% | $2,122+59.3% | $2,524+33.9% |
| Participant deferral / active EE | $6,207 | $2,138+190.4% | $3,373+84.0% | $4,232+46.7% |
| Admin fee / account holder | $65 | $92-29.1% | $5,959-98.9% | $114-42.9% |