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 | $155,313 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC Service code 16 · EIN 36-3109431 | Consulting | $147,213 |
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 | $229,113 | $76,173+200.8% | $81,382+181.5% | $199,593+14.8% |
| Participation rate | 96.9% | 76.3%+20.7pp | 69.5%+27.4pp | 72.0%+25.0pp |
| Annual return | 15.81% | 15.59%+0.2pp | 24.73%-8.9pp | 34.25%-18.4pp |
| Employer contribution / active EE | $9,408 | $2,792+237.0% | $2,463+282.0% | $3,034+210.1% |
| Participant deferral / active EE | $11,537 | $4,201+174.6% | $3,883+197.1% | $5,087+126.8% |
| Admin fee / account holder | $106 | $146-27.5% | $5,768-98.2% | $269-60.6% |