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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $556,940 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $102,571 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $68,514 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $15,224 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,583 | $66,513+46.7% | $178,490-45.3% | $106,222-8.1% |
| Participation rate | 85.8% | 73.8%+12.1pp | 81.9%+3.9pp | 70.8%+15.0pp |
| Annual return | 15.73% | 21.81%-6.1pp | 151.07%-135.3pp | 21.69%-6.0pp |
| Employer contribution / active EE | $1,817 | $1,776+2.3% | $5,011-63.7% | $2,723-33.3% |
| Participant deferral / active EE | $6,340 | $3,679+72.3% | $5,202+21.9% | $4,600+37.8% |
| Admin fee / account holder | $50 | $53-7.4% | $13,984-99.6% | $78-36.9% |