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 10-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 | $365,047 |
AON CONSULTING4 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $121,502 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $108,964 |
BARTLETT O'NEILL CONSULTING4 years Service code 16 · EIN 20-0663006 | Consulting | $102,182 |
FRAZIER & DEETER, LLC1 year Filed as: FRAZIER&DEETER Service code 16 · EIN 58-1433845 | Consulting | $27,500 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,709 | $110,699+147.3% | $177,821+53.9% | $90,288+203.2% |
| Participation rate | 97.3% | 88.3%+8.9pp | 87.7%+9.5pp | 73.4%+23.9pp |
| Annual return | 14.94% | 22.79%-7.9pp | 48.32%-33.4pp | 53.97%-39.0pp |
| Employer contribution / active EE | $9,062 | $4,118+120.0% | $5,918+53.1% | $2,524+259.0% |
| Participant deferral / active EE | $13,273 | $6,731+97.2% | $7,714+72.1% | $4,232+213.6% |
| Admin fee / account holder | $254 | $90+182.0% | $12,427-98.0% | $114+122.6% |