Filed October 6, 2016
Total covered: 120 employees
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 9-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 | $369,444 |
AON CONSULTING7 years Filed as: AON HEWITT INVESTMENT CONSULTING, Service code 28 · EIN 36-3109431 | Investment Management | $292,470 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,201 | $140,769-67.9% | $116,228-61.1% | $140,769-67.9% |
| Participation rate | 35.3% | 74.2%-38.8pp | 74.6%-39.2pp | 74.2%-38.8pp |
| Annual return | 10.28% | 16.82%-6.5pp | 90.06%-79.8pp | 16.82%-6.5pp |
| Employer contribution / active EE | $1,444 | $3,906-63.0% | $2,994-51.8% | $3,906-63.0% |
| Participant deferral / active EE | $1,402 | $6,717-79.1% | $4,953-71.7% | $6,717-79.1% |
| Admin fee / account holder | $90 | $229-60.9% | $11,989-99.3% | $229-60.9% |