Filed January 27, 2017
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 5-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 |
|---|---|---|
AON CONSULTING3+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 36-3109431 | Advisory (Plan) | $112,415 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,430 | $134,045-80.3% | $80,019-67.0% | $75,289-64.9% |
| Participation rate | 66.6% | 85.8%-19.1pp | 75.8%-9.2pp | 72.4%-5.8pp |
| Annual return | -6.27% | -0.56%-5.7pp | 11.22%-17.5pp | -0.04%-6.2pp |
| Employer contribution / active EE | $2,576 | $3,492-26.3% | $2,468+4.4% | $2,405+7.1% |
| Participant deferral / active EE | $3,145 | $4,976-36.8% | $3,686-14.7% | $3,739-15.9% |
| Admin fee / account holder | $133 | $124+7.5% | $6,521-98.0% | $102+30.2% |