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 4-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 | $772,146 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $521,720 |
AON CONSULTING4+ years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $126,962 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $46,000 |
AON CONSULTING4+ years Filed as: AON CONSULTING INC Service code 27 · EIN 22-2232264 | Advisory (Plan) | $29,867 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $116,013 | $140,769-17.6% | $150,045-22.7% | $140,769-17.6% |
| Participation rate | 95.5% | 74.2%+21.4pp | 82.3%+13.2pp | 74.2%+21.4pp |
| Annual return | 19.21% | 16.82%+2.4pp | 62.55%-43.3pp | 16.82%+2.4pp |
| Employer contribution / active EE | $5,778 | $3,906+47.9% | $4,693+23.1% | $3,906+47.9% |
| Participant deferral / active EE | $12,532 | $6,717+86.6% | $7,997+56.7% | $6,717+86.6% |
| Admin fee / account holder | $58 | $229-74.8% | $13,435-99.6% | $229-74.8% |