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 | $96,719 |
AON CONSULTING2 years Filed as: AON Service code 16 · EIN 36-3109431 | Consulting | $17,385 |
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 | $133,834 | $61,473+117.7% | $81,930+63.4% | $73,409+82.3% |
| Participation rate | 99.6% | 72.4%+27.2pp | 72.0%+27.6pp | 72.2%+27.5pp |
| Annual return | 12.76% | 28.26%-15.5pp | 29.49%-16.7pp | 59.29%-46.5pp |
| Employer contribution / active EE | $5,395 | $1,898+184.3% | $4,310+25.2% | $2,234+141.5% |
| Participant deferral / active EE | $5,947 | $3,080+93.1% | $7,107-16.3% | $3,805+56.3% |
| Admin fee / account holder | $125 | $125-0.6% | $5,158-97.6% | $158-21.0% |