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 | $406,879 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $141,115 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 16 · EIN 36-3109431 | Consulting | $22,500 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $10,000 |
MERCER1 year Filed as: MERCER(US) INC Service code 16 · EIN 13-2834414 | Consulting | $10,000 |
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 | $108,087 | $68,062+58.8% | $185,823-41.8% | $106,520+1.5% |
| Participation rate | 83.2% | 75.2%+8.0pp | 81.7%+1.5pp | 71.3%+11.8pp |
| Annual return | 15.10% | 18.20%-3.1pp | 122.05%-106.9pp | 19.28%-4.2pp |
| Employer contribution / active EE | $1,829 | $1,997-8.4% | $5,167-64.6% | $2,840-35.6% |
| Participant deferral / active EE | $6,489 | $3,990+62.6% | $5,568+16.5% | $4,948+31.1% |
| Admin fee / account holder | $37 | $53-29.8% | $16,237-99.8% | $75-50.3% |