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 | $115,279 |
Service code 37 · EIN 04-2647786 | Loan Processing | $92,938 |
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 | $182,071 | $61,756+194.8% | $70,092+159.8% | $77,904+133.7% |
| Participation rate | 97.3% | 79.9%+17.4pp | 70.5%+26.8pp | 73.7%+23.6pp |
| Annual return | -15.22% | -11.86%-3.4pp | 190.73%-206.0pp | 12.21%-27.4pp |
| Employer contribution / active EE | $8,105 | $2,706+199.5% | $2,559+216.7% | $2,848+184.6% |
| Participant deferral / active EE | $10,306 | $3,977+159.1% | $3,849+167.8% | $4,806+114.4% |
| Admin fee / account holder | $77 | $101-24.5% | $6,267-98.8% | $133-42.3% |