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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $737,937 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $335,779 |
AON CONSULTING4 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $91,125 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $22,330 |
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 | $115,691 | $73,283+57.9% | $155,509-25.6% | $106,382+8.7% |
| Participation rate | 82.5% | 73.3%+9.3pp | 78.2%+4.4pp | 69.9%+12.7pp |
| Annual return | 15.56% | 15.77%-0.2pp | 64.67%-49.1pp | 17.37%-1.8pp |
| Employer contribution / active EE | $2,210 | $2,247-1.6% | $4,672-52.7% | $3,364-34.3% |
| Participant deferral / active EE | $8,061 | $4,580+76.0% | $5,626+43.3% | $5,569+44.8% |
| Admin fee / account holder | $64 | $56+13.9% | $15,912-99.6% | $79-19.3% |