Filed January 19, 2016 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $426,996 |
AON CONSULTING6+ years Filed as: AON CONSULTING, INC (NJ) Service code 27 · EIN 36-2235791 | Advisory (Plan) | $63,136 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,296 | $146,341+36.2% | $98,907+101.5% | $93,223+113.8% |
| Participation rate | 93.4% | 89.3%+4.1pp | 76.0%+17.4pp | 74.9%+18.5pp |
| Annual return | 16.70% | 16.85%-0.1pp | 196.43%-179.7pp | 19.29%-2.6pp |
| Employer contribution / active EE | $11,343 | $4,823+135.2% | $2,689+321.8% | $2,680+323.3% |
| Participant deferral / active EE | $10,419 | $7,126+46.2% | $4,244+145.5% | $4,563+128.3% |
| Admin fee / account holder | $45 | $63-28.3% | $6,642-99.3% | $79-43.2% |