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 | $585,024 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $306,343 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $185,570 | $125,029+48.4% | $90,749+104.5% | $78,044+137.8% |
| Participation rate | 94.1% | 93.0%+1.2pp | 75.7%+18.4pp | 74.4%+19.7pp |
| Annual return | -17.17% | -14.80%-2.4pp | -12.16%-5.0pp | 10.87%-28.0pp |
| Employer contribution / active EE | $11,021 | $4,916+124.2% | $2,921+277.3% | $3,125+252.7% |
| Participant deferral / active EE | $10,762 | $7,684+40.1% | $4,564+135.8% | $5,084+111.7% |
| Admin fee / account holder | $89 | $56+59.3% | $8,445-98.9% | $79+12.5% |