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 | $325,482 |
AON CONSULTING6+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 39584 TREASURY CENTER · CHICAGO, IL 60694 | Advisory (Plan) | $134,545 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $28,500 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,567 |
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 | $163,577 | $130,084+25.7% | $138,135+18.4% | $90,288+81.2% |
| Participation rate | 96.8% | 86.0%+10.8pp | 78.7%+18.1pp | 73.4%+23.5pp |
| Annual return | 14.19% | 14.63%-0.4pp | 20.51%-6.3pp | 53.97%-39.8pp |
| Employer contribution / active EE | $13,488 | $5,865+130.0% | $5,587+141.4% | $2,524+434.4% |
| Participant deferral / active EE | $11,173 | $7,099+57.4% | $6,431+73.7% | $4,232+164.0% |
| Admin fee / account holder | $118 | $187-36.8% | $11,856-99.0% | $114+3.3% |