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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $197,503 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $174,187 |
AON CONSULTING5 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $54,368 |
ERNST & YOUNG LLP6 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $29,624 |
Service code 16 · EIN 53-0181291 | Consulting | $7,082 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $285,154 | $102,872+177.2% | $180,183+58.3% | $102,872+177.2% |
| Participation rate | 88.6% | 73.0%+15.6pp | 77.4%+11.2pp | 73.0%+15.6pp |
| Annual return | 16.97% | 19.06%-2.1pp | 27.86%-10.9pp | 19.06%-2.1pp |
| Employer contribution / active EE | $13,513 | $3,526+283.2% | $5,039+168.2% | $3,526+283.2% |
| Participant deferral / active EE | $11,433 | $5,535+106.6% | $6,822+67.6% | $5,535+106.6% |
| Admin fee / account holder | $140 | $292-52.2% | $19,975-99.3% | $292-52.2% |