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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $63,346 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,268 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 70 · EIN 22-2232264 | Consulting Fees | $18,299 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,719 | $105,247-49.0% | $87,100-38.3% | $77,787-30.9% |
| Participation rate | 37.7% | 85.8%-48.1pp | 76.9%-39.1pp | 73.2%-35.5pp |
| Annual return | 21.28% | 24.52%-3.2pp | 28.19%-6.9pp | 32.57%-11.3pp |
| Employer contribution / active EE | $218 | $2,895-92.5% | $2,521-91.3% | $2,504-91.3% |
| Participant deferral / active EE | $651 | $5,060-87.1% | $4,049-83.9% | $3,967-83.6% |
| Admin fee / account holder | $163 | $104+55.6% | $7,497-97.8% | $100+62.4% |