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 | $81,339 |
AON CONSULTING2+ years Filed as: AON HEWITT Service code 16 · EIN 36-3109431 | Consulting | $26,250 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $143,444 | $80,211+78.8% | $74,183+93.4% | $63,975+124.2% |
| Participation rate | 97.1% | 84.2%+13.0pp | 76.6%+20.5pp | 71.1%+26.0pp |
| Annual return | 6.47% | 14.13%-7.7pp | 17.74%-11.3pp | 48.65%-42.2pp |
| Employer contribution / active EE | $3,231 | $2,553+26.5% | $2,370+36.3% | $2,182+48.1% |
| Participant deferral / active EE | $6,221 | $4,370+42.4% | $3,550+75.3% | $3,356+85.4% |
| Admin fee / account holder | $43 | $67-36.2% | $5,586-99.2% | $70-39.2% |