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, LLC2+ years Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $294,312 |
Service code 27 PO BOX 219153 · KANSAS CITY, MO 64121 | Advisory (Plan) | $12,500 |
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 | $56,459 | $80,976-30.3% | $185,117-69.5% | $80,976-30.3% |
| Participation rate | 48.5% | 68.3%-19.7pp | 77.3%-28.7pp | 68.3%-19.7pp |
| Annual return | 14.50% | 22.91%-8.4pp | 40.50%-26.0pp | 22.91%-8.4pp |
| Employer contribution / active EE | $1,209 | $2,402-49.7% | $4,182-71.1% | $2,402-49.7% |
| Participant deferral / active EE | $1,859 | $3,848-51.7% | $5,045-63.2% | $3,848-51.7% |
| Admin fee / account holder | $3 | $67-95.7% | $8,159-100.0% | $67-95.7% |