Filed April 6, 2018
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 | $117,405 |
AON CONSULTING5 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $13,310 |
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 | $155,839 | $48,669+220.2% | $93,654+66.4% | $199,768-22.0% |
| Participation rate | 94.2% | 63.7%+30.5pp | 68.7%+25.4pp | 72.0%+22.1pp |
| Annual return | 54.46% | 15.38%+39.1pp | 133.34%-78.9pp | 34.26%+20.2pp |
| Employer contribution / active EE | $4,386 | $1,137+285.6% | $2,421+81.2% | $3,037+44.4% |
| Participant deferral / active EE | $8,080 | $2,823+186.3% | $4,413+83.1% | $5,090+58.8% |
| Admin fee / account holder | $20 | $195-89.6% | $8,282-99.8% | $269-92.4% |