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 | $317,607 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $53,549 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,671 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,470 | $142,386+23.2% | $152,466+15.1% | $93,030+88.6% |
| Participation rate | 91.7% | 85.6%+6.1pp | 78.2%+13.5pp | 73.9%+17.8pp |
| Annual return | 14.40% | 18.07%-3.7pp | 757.33%-742.9pp | 158.70%-144.3pp |
| Employer contribution / active EE | $11,251 | $5,485+105.1% | $4,327+160.0% | $2,706+315.8% |
| Participant deferral / active EE | $9,084 | $6,872+32.2% | $5,820+56.1% | $4,562+99.1% |
| Admin fee / account holder | $93 | $108-13.6% | $15,805-99.4% | $152-38.5% |