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 INVESTMENTS USA INC. Service code 16 · EIN 36-3109431 | Consulting | $107,564 |
Service code 37 · EIN 04-2647786 | Loan Processing | $79,002 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,317 | $77,197+213.9% | $86,874+178.9% | $93,030+160.5% |
| Participation rate | 99.2% | 78.2%+21.0pp | 71.6%+27.6pp | 73.9%+25.3pp |
| Annual return | 16.99% | 16.31%+0.7pp | 63.52%-46.5pp | 158.70%-141.7pp |
| Employer contribution / active EE | $8,584 | $2,514+241.4% | $2,495+244.0% | $2,706+217.3% |
| Participant deferral / active EE | $11,382 | $3,831+197.1% | $3,699+207.7% | $4,562+149.5% |
| Admin fee / account holder | $74 | $105-29.2% | $5,828-98.7% | $152-51.0% |