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 | $185,418 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $26,800 |
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 | $156,913 | $78,852+99.0% | $76,768+104.4% | $75,289+108.4% |
| Participation rate | 95.6% | 85.0%+10.6pp | 77.0%+18.6pp | 72.4%+23.1pp |
| Annual return | -4.25% | -1.29%-3.0pp | 2.43%-6.7pp | -0.04%-4.2pp |
| Employer contribution / active EE | $3,565 | $2,794+27.6% | $2,485+43.5% | $2,405+48.2% |
| Participant deferral / active EE | $6,737 | $4,800+40.4% | $3,852+74.9% | $3,739+80.2% |
| Admin fee / account holder | $84 | $79+6.0% | $6,675-98.7% | $102-18.1% |