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 | $490,730 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $202,964 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $112,500 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $18,000 |
Form 5500 reported that benefits due were not provided when due.
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 | $86,919 | $83,057+4.6% | $143,757-39.5% | $89,394-2.8% |
| Participation rate | 81.3% | 74.0%+7.3pp | 80.3%+1.0pp | 71.3%+10.0pp |
| Annual return | -16.26% | -13.97%-2.3pp | -0.04%-16.2pp | -11.89%-4.4pp |
| Employer contribution / active EE | $1,926 | $2,095-8.1% | $4,951-61.1% | $3,022-36.3% |
| Participant deferral / active EE | $6,763 | $4,281+58.0% | $5,637+20.0% | $5,123+32.0% |
| Admin fee / account holder | $48 | $83-41.9% | $14,673-99.7% | $79-39.2% |