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 |
|---|---|---|
AON CONSULTING1 year Filed as: AON HEWITT Service code 16 · EIN 36-3109431 | Consulting | $69,851 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,965 |
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 | $175,318 | $77,559+126.0% | $68,793+154.8% | $75,289+132.9% |
| Participation rate | 89.4% | 78.3%+11.1pp | 72.2%+17.2pp | 72.4%+17.0pp |
| Annual return | -5.17% | -1.01%-4.2pp | -4.63%-0.5pp | -0.04%-5.1pp |
| Employer contribution / active EE | $6,621 | $1,993+232.2% | $2,625+152.2% | $2,405+175.3% |
| Participant deferral / active EE | $9,047 | $3,128+189.2% | $3,311+173.2% | $3,739+142.0% |
| Admin fee / account holder | $39 | $90-56.5% | $5,131-99.2% | $102-61.6% |