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 | $550,242 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $326,339 |
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 | $214,930 | $136,310+57.7% | $98,439+118.3% | $103,482+107.7% |
| Participation rate | 96.9% | 89.2%+7.7pp | 75.2%+21.7pp | 73.3%+23.6pp |
| Annual return | 18.89% | 19.67%-0.8pp | 21.16%-2.3pp | 33.11%-14.2pp |
| Employer contribution / active EE | $11,912 | $4,714+152.7% | $3,048+290.8% | $3,208+271.3% |
| Participant deferral / active EE | $11,606 | $7,358+57.7% | $4,738+145.0% | $5,207+122.9% |
| Admin fee / account holder | $88 | $76+16.1% | $8,948-99.0% | $114-22.6% |