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 | $80,693 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 16 · EIN 36-3109431 | Consulting | $21,726 |
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 | $122,612 | $56,503+117.0% | $70,092+74.9% | $64,808+89.2% |
| Participation rate | 97.3% | 70.5%+26.9pp | 70.5%+26.9pp | 71.5%+25.9pp |
| Annual return | -15.31% | -13.44%-1.9pp | 190.73%-206.0pp | 32.82%-48.1pp |
| Employer contribution / active EE | $5,017 | $2,046+145.2% | $2,559+96.1% | $2,506+100.2% |
| Participant deferral / active EE | $5,986 | $3,389+76.6% | $3,849+55.5% | $4,310+38.9% |
| Admin fee / account holder | $121 | $160-24.5% | $6,267-98.1% | $188-35.6% |