Filed April 14, 1999 (most recent of 3 filings on file)
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 |
|---|---|---|
CONDUENT HR CONSULTING, LLC1+ years Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $164,057 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,488 | $329,111-84.4% | $171,082-69.9% | $329,111-84.4% |
| Participation rate | 43.1% | 67.9%-24.7pp | 76.7%-33.6pp | 67.9%-24.7pp |
| Annual return | -15.56% | 16.35%-31.9pp | 32.56%-48.1pp | 16.35%-31.9pp |
| Employer contribution / active EE | $1,312 | $2,303-43.1% | $4,002-67.2% | $2,303-43.1% |
| Participant deferral / active EE | $1,914 | $3,682-48.0% | $4,797-60.1% | $3,682-48.0% |
| Admin fee / account holder | $2 | $754-99.7% | $8,520-100.0% | $754-99.7% |