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 | $341,326 |
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT Service code 16 · EIN 36-3109431 | Consulting | $163,646 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $158,285 |
WIPFLI LLP2 years Filed as: WIPFLI Service code 16 · EIN 39-0758449 | Consulting | $14,800 |
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 | $64,545 | $144,996-55.5% | $111,297-42.0% | $93,030-30.6% |
| Participation rate | 71.4% | 86.2%-14.7pp | 77.3%-5.9pp | 73.9%-2.5pp |
| Annual return | 15.47% | 18.26%-2.8pp | 54.65%-39.2pp | 158.70%-143.2pp |
| Employer contribution / active EE | $3,412 | $3,056+11.7% | $2,731+24.9% | $2,706+26.1% |
| Participant deferral / active EE | $4,139 | $5,587-25.9% | $4,487-7.8% | $4,562-9.3% |
| Admin fee / account holder | $167 | $103+61.4% | $7,964-97.9% | $152+10.1% |