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 | $87,396 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 16 · EIN 36-3109431 | Consulting | $20,296 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,367 | $66,528+133.5% | $86,874+78.8% | $86,799+79.0% |
| Participation rate | 99.7% | 72.4%+27.4pp | 71.6%+28.1pp | 72.3%+27.5pp |
| Annual return | 14.59% | 19.56%-5.0pp | 63.52%-48.9pp | 97.91%-83.3pp |
| Employer contribution / active EE | $5,630 | $2,007+180.5% | $2,495+125.6% | $2,405+134.1% |
| Participant deferral / active EE | $6,942 | $3,240+114.3% | $3,699+87.7% | $4,131+68.1% |
| Admin fee / account holder | $123 | $148-17.1% | $5,828-97.9% | $170-27.6% |