Filed January 7, 2025
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 |
|---|---|---|
AON CONSULTING3+ years Filed as: AON HEWITT Service code 16 · EIN 36-3109431 | Consulting | $220,640 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $27,575 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$71,458 |
Form 5500 reported that benefits due were not provided when due.
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 | $309,045 | $100,589+207.2% | $136,294+126.7% | $177,276+74.3% |
| Participation rate | 97.9% | 77.4%+20.5pp | 81.9%+16.0pp | 74.8%+23.1pp |
| Annual return | 17.29% | 39.18%-21.9pp | 5155.94%-5138.7pp | 21.25%-4.0pp |
| Employer contribution / active EE | $7,117 | $3,259+118.3% | $4,695+51.6% | $2,479+187.1% |
| Participant deferral / active EE | $10,319 | $5,830+77.0% | $6,247+65.2% | $3,881+165.9% |
| Admin fee / account holder | $21 | $55-61.3% | $9,243-99.8% | $154-86.3% |