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 | $292,182 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $66,067 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC. Service code 16 · EIN 36-3109431 | Consulting | $15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,628 | $108,592+30.4% | $129,110+9.7% | $77,904+81.8% |
| Participation rate | 95.7% | 84.8%+10.9pp | 77.3%+18.4pp | 73.7%+22.0pp |
| Annual return | -16.21% | -13.72%-2.5pp | -10.94%-5.3pp | 12.21%-28.4pp |
| Employer contribution / active EE | $12,447 | $5,713+117.9% | $5,052+146.4% | $2,848+337.1% |
| Participant deferral / active EE | $10,005 | $7,051+41.9% | $6,542+52.9% | $4,806+108.2% |
| Admin fee / account holder | $84 | $91-8.0% | $14,302-99.4% | $133-36.6% |