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 | $86,433 |
AON CONSULTING1 year Filed as: AON Service code 16 · EIN 36-3109431 | Consulting | $9,845 |
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 | $125,900 | $55,790+125.7% | $76,817+63.9% | $67,579+86.3% |
| Participation rate | 99.3% | 71.1%+28.2pp | 72.1%+27.2pp | 71.3%+28.0pp |
| Annual return | 20.05% | 64.45%-44.4pp | 1166.11%-1146.1pp | 378.56%-358.5pp |
| Employer contribution / active EE | $5,179 | $1,810+186.1% | $2,302+125.0% | $2,148+141.1% |
| Participant deferral / active EE | $5,568 | $2,875+93.7% | $3,336+66.9% | $3,539+57.3% |
| Admin fee / account holder | $104 | $159-34.6% | $6,420-98.4% | $142-26.8% |