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 | $96,043 |
AON CONSULTING7 years Filed as: AON Service code 16 · EIN 36-3109431 | Consulting | $15,309 |
SIDLEY AUSTIN LLP1 year Service code 29 · EIN 36-4474078 | Legal | $9,595 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $142,331 | $117,025+21.6% | $91,541+55.5% | $85,563+66.3% |
| Participation rate | 97.5% | 64.2%+33.3pp | 69.8%+27.8pp | 66.0%+31.6pp |
| Annual return | 12.75% | 18.02%-5.3pp | 20.50%-7.8pp | 31.51%-18.8pp |
| Employer contribution / active EE | $5,952 | $2,120+180.7% | $2,505+137.6% | $2,654+124.3% |
| Participant deferral / active EE | $6,091 | $3,446+76.8% | $4,008+52.0% | $4,375+39.2% |
| Admin fee / account holder | $105 | $1,242-91.6% | $6,956-98.5% | $834-87.5% |