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 | $184,363 |
AON CONSULTING3+ years Filed as: AON HEWITT Service code 16 · EIN 36-3109431 | Consulting | $26,250 |
Form 5500 reported that benefits due were not provided when due.
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 | $169,593 | $88,730+91.1% | $82,313+106.0% | $77,958+117.5% |
| Participation rate | 98.1% | 84.5%+13.5pp | 76.9%+21.2pp | 71.6%+26.4pp |
| Annual return | 17.24% | 20.88%-3.6pp | 25.88%-8.6pp | 20.87%-3.6pp |
| Employer contribution / active EE | $3,423 | $2,758+24.1% | $2,428+41.0% | $2,310+48.2% |
| Participant deferral / active EE | $6,545 | $4,634+41.2% | $3,706+76.6% | $3,537+85.1% |
| Admin fee / account holder | $83 | $74+12.6% | $5,608-98.5% | $97-14.5% |