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 | $227,970 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $102,182 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $26,775 |
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 | $181,544 | $126,111+44.0% | $142,449+27.4% | $80,160+126.5% |
| Participation rate | 98.0% | 87.5%+10.5pp | 76.8%+21.2pp | 72.9%+25.1pp |
| Annual return | 19.71% | 23.39%-3.7pp | 19.99%-0.3pp | 40.38%-20.7pp |
| Employer contribution / active EE | $13,652 | $6,430+112.3% | $4,847+181.6% | $2,978+358.5% |
| Participant deferral / active EE | $11,106 | $7,822+42.0% | $6,283+76.8% | $5,017+121.4% |
| Admin fee / account holder | $86 | $92-6.3% | $10,011-99.1% | $145-40.3% |