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 | $90,177 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC Service code 16 · EIN 36-3109431 | Consulting | $21,132 |
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 | $135,108 | $69,823+93.5% | $77,163+75.1% | $74,419+81.6% |
| Participation rate | 99.0% | 70.0%+29.0pp | 69.6%+29.5pp | 70.7%+28.3pp |
| Annual return | 15.88% | 19.98%-4.1pp | 37.87%-22.0pp | 34.38%-18.5pp |
| Employer contribution / active EE | $5,166 | $2,150+140.3% | $2,535+103.8% | $2,637+95.9% |
| Participant deferral / active EE | $5,905 | $3,558+66.0% | $3,833+54.0% | $4,528+30.4% |
| Admin fee / account holder | $129 | $398-67.6% | $5,472-97.6% | $348-63.0% |