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 25 · EIN 04-2647786 | Directed Trustee | $87,871 |
AON CONSULTING6 years Filed as: AON Service code 16 · EIN 36-3109431 | Consulting | $26,641 |
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 | $143,904 | $66,457+116.5% | $81,382+76.8% | $77,643+85.3% |
| Participation rate | 97.1% | 68.7%+28.3pp | 69.5%+27.6pp | 70.6%+26.5pp |
| Annual return | 12.47% | 15.93%-3.5pp | 24.73%-12.3pp | 31.24%-18.8pp |
| Employer contribution / active EE | $5,315 | $2,159+146.1% | $2,463+115.8% | $2,726+95.0% |
| Participant deferral / active EE | $5,877 | $3,679+59.7% | $3,883+51.3% | $4,647+26.5% |
| Admin fee / account holder | $124 | $583-78.7% | $5,768-97.8% | $430-71.1% |