Filed January 20, 2015
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 | $319,888 |
AON CONSULTING4+ years Filed as: AON HEWITT INVESTMENT CONSULTING, Service code 27 · EIN 36-2235791 | Advisory (Plan) | $84,455 |
ERNST & YOUNG LLP5+ years Service code 10 · EIN 34-6565596 | Accounting | $26,500 |
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 | $145,157 | $113,995+27.3% | $127,761+13.6% | $77,787+86.6% |
| Participation rate | 96.1% | 85.7%+10.4pp | 79.0%+17.1pp | 73.2%+22.9pp |
| Annual return | 21.05% | 26.09%-5.0pp | 26.14%-5.1pp | 32.57%-11.5pp |
| Employer contribution / active EE | $11,863 | $6,012+97.3% | $4,574+159.4% | $2,504+373.7% |
| Participant deferral / active EE | $9,619 | $7,267+32.4% | $6,021+59.8% | $3,967+142.5% |
| Admin fee / account holder | $96 | $108-11.3% | $9,395-99.0% | $100-4.4% |