Filed July 10, 2019
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $578,466 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $403,258 |
AON CONSULTING5 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $93,403 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $23,692 |
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 | $141,034 | $121,719+15.9% | $154,803-8.9% | $140,769+0.2% |
| Participation rate | 81.7% | 76.3%+5.5pp | 78.1%+3.7pp | 74.2%+7.6pp |
| Annual return | 17.90% | 19.22%-1.3pp | 58.88%-41.0pp | 16.82%+1.1pp |
| Employer contribution / active EE | $2,048 | $2,466-17.0% | $4,305-52.4% | $3,906-47.6% |
| Participant deferral / active EE | $7,908 | $5,384+46.9% | $5,540+42.7% | $6,717+17.7% |
| Admin fee / account holder | $61 | $71-13.3% | $14,329-99.6% | $229-73.3% |