Filed March 12, 2004 (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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $391,481 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING I Service code 27 · EIN 36-3109431 | Advisory (Plan) | $29,967 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,109 | $87,358+79.8% | $68,793+128.4% | $68,904+128.0% |
| Participation rate | 99.3% | 80.2%+19.1pp | 72.2%+27.0pp | 74.1%+25.1pp |
| Annual return | -1.39% | -3.98%+2.6pp | -4.63%+3.2pp | 1.07%-2.5pp |
| Employer contribution / active EE | $3,992 | $3,082+29.5% | $2,625+52.1% | $2,540+57.1% |
| Participant deferral / active EE | $7,840 | $4,259+84.1% | $3,311+136.8% | $4,015+95.2% |
| Admin fee / account holder | $41 | $68-39.2% | $5,131-99.2% | $71-42.4% |