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 | $98,872 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT Service code 16 · EIN 36-3109431 | Consulting | $16,481 |
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 | $125,770 | $48,261+160.6% | $68,793+82.8% | $55,725+125.7% |
| Participation rate | 99.3% | 71.0%+28.2pp | 72.2%+27.0pp | 70.9%+28.4pp |
| Annual return | -6.28% | -2.61%-3.7pp | -4.63%-1.7pp | 244.93%-251.2pp |
| Employer contribution / active EE | $6,024 | $1,742+245.8% | $2,625+129.5% | $2,078+189.9% |
| Participant deferral / active EE | $6,390 | $2,712+135.6% | $3,311+93.0% | $3,356+90.4% |
| Admin fee / account holder | $150 | $126+18.5% | $5,131-97.1% | $115+29.8% |