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 | $156,743 |
AON CONSULTING3 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $13,125 |
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 | $194,197 | $176,491+10.0% | $95,952+102.4% | $90,288+115.1% |
| Participation rate | 93.7% | 86.6%+7.1pp | 77.1%+16.6pp | 73.4%+20.3pp |
| Annual return | 18.51% | 20.14%-1.6pp | 91.61%-73.1pp | 53.97%-35.5pp |
| Employer contribution / active EE | $3,592 | $2,789+28.8% | $2,541+41.4% | $2,524+42.3% |
| Participant deferral / active EE | $6,938 | $5,340+29.9% | $4,167+66.5% | $4,232+63.9% |
| Admin fee / account holder | $62 | $154-59.4% | $6,795-99.1% | $114-45.2% |