Filed October 10, 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 9-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 CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 27 · EIN 82-1869477 | Advisory (Plan) | $35,958 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,740 |
Service code 37 · EIN 04-2647786 | Loan Processing | $142 |
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 | $130,726 | $65,118+100.8% | $76,768+70.3% | $55,725+134.6% |
| Participation rate | 98.6% | 79.6%+19.0pp | 77.0%+21.7pp | 70.9%+27.8pp |
| Annual return | -4.59% | -1.27%-3.3pp | 2.43%-7.0pp | 244.93%-249.5pp |
| Employer contribution / active EE | $6,123 | $1,941+215.5% | $2,485+146.4% | $2,078+194.6% |
| Participant deferral / active EE | $7,249 | $3,688+96.6% | $3,852+88.2% | $3,356+116.0% |
| Admin fee / account holder | $126 | $116+8.7% | $6,675-98.1% | $115+9.3% |