Filed October 18, 2004
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 | $131,636 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 16 · EIN 36-3109431 | Consulting | $26,440 |
Annual investment return 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 | $140,323 | $71,957+95.0% | $67,652+107.4% | $59,188+137.1% |
| Participation rate | 97.2% | 82.7%+14.5pp | 75.7%+21.5pp | 69.4%+27.7pp |
| Annual return | -0.50% | 8.53%-9.0pp | 6625.04%-6625.5pp | 5.51%-6.0pp |
| Employer contribution / active EE | $2,484 | $2,432+2.2% | $2,266+9.7% | $2,098+18.4% |
| Participant deferral / active EE | $6,217 | $4,211+47.6% | $3,560+74.7% | $3,265+90.4% |
| Admin fee / account holder | $65 | $64+2.1% | $4,821-98.6% | $92-29.0% |