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 | $1,205,691 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $16,638 |
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.
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 | $35,927 | $47,540-24.4% | $79,550-54.8% | $89,394-59.8% |
| Participation rate | 28.6% | 54.9%-26.3pp | 69.5%-40.8pp | 71.3%-42.6pp |
| Annual return | -13.16% | -8.05%-5.1pp | 0.16%-13.3pp | -11.89%-1.3pp |
| Employer contribution / active EE | $395 | $1,122-64.8% | $2,413-83.6% | $3,022-86.9% |
| Participant deferral / active EE | $525 | $1,961-73.2% | $3,985-86.8% | $5,123-89.8% |
| Admin fee / account holder | $44 | $59-25.4% | $6,832-99.4% | $79-45.0% |