Filed June 13, 1995
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $210,984 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $177,902 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $381,459 | $159,391+139.3% | $102,438+272.4% | $99,061+285.1% |
| Participation rate | 99.4% | 88.6%+10.9pp | 76.5%+22.9pp | 71.6%+27.8pp |
| Annual return | 16.73% | 19.03%-2.3pp | 29.37%-12.6pp | 17.66%-0.9pp |
| Employer contribution / active EE | $10,935 | $4,207+159.9% | $3,024+261.7% | $3,261+235.4% |
| Participant deferral / active EE | $14,872 | $7,498+98.3% | $5,054+194.3% | $5,331+179.0% |
| Admin fee / account holder | $41 | $159-74.5% | $9,448-99.6% | $109-62.8% |