Filed April 27, 1998
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 25 · EIN 04-2647786 | Directed Trustee | $182,445 |
AON CONSULTING8 years Filed as: AON HEWITT Service code 16 · EIN 36-3109431 | Consulting | $121,763 |
SIDLEY AUSTIN LLP1 year Service code 29 · EIN 36-4474078 | Legal | $12,171 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,586 | $89,178+163.1% | $91,541+156.3% | $102,872+128.0% |
| Participation rate | 97.6% | 79.7%+18.0pp | 69.8%+27.9pp | 73.0%+24.6pp |
| Annual return | 15.13% | 14.52%+0.6pp | 20.50%-5.4pp | 19.06%-3.9pp |
| Employer contribution / active EE | $10,047 | $3,455+190.8% | $2,505+301.1% | $3,526+184.9% |
| Participant deferral / active EE | $12,009 | $4,657+157.9% | $4,008+199.6% | $5,535+117.0% |
| Admin fee / account holder | $94 | $134-29.7% | $6,956-98.6% | $292-67.7% |