Filed August 4, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
FID INV INST OPS CO11+ years Service code 10 · EIN 04-2647786 | Accounting | $353,363 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC. Service code 16 · EIN 36-3109431 | Consulting | $157,248 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $295,005 | $142,480+107.1% | $62,929+368.8% | $142,480+107.1% |
| Participation rate | 53.0% | 76.2%-23.2pp | 73.1%-20.1pp | 76.2%-23.2pp |
| Annual return | 15.58% | 16.32%-0.7pp | 1063.93%-1048.3pp | 16.32%-0.7pp |
| Employer contribution / active EE | $5,448 | $3,867+40.9% | $2,505+117.5% | $3,867+40.9% |
| Participant deferral / active EE | $5,720 | $6,807-16.0% | $3,888+47.1% | $6,807-16.0% |
| Admin fee / account holder | $51 | $307-83.3% | $5,065-99.0% | $307-83.3% |