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 37 · EIN 04-2647786 | Loan Processing | $190,399 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC Service code 16 · EIN 36-3109431 | Consulting | $87,054 |
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 | $204,715 | $73,034+180.3% | $77,163+165.3% | $80,160+155.4% |
| Participation rate | 99.8% | 78.1%+21.7pp | 69.6%+30.3pp | 72.9%+26.9pp |
| Annual return | 18.68% | 18.56%+0.1pp | 37.87%-19.2pp | 40.38%-21.7pp |
| Employer contribution / active EE | $9,115 | $2,779+228.0% | $2,535+259.6% | $2,978+206.1% |
| Participant deferral / active EE | $11,219 | $4,140+171.0% | $3,833+192.7% | $5,017+123.6% |
| Admin fee / account holder | $98 | $104-5.8% | $5,472-98.2% | $145-32.6% |