Filed September 5, 1997
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 |
|---|---|---|
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 16 · EIN 36-3109431 | Consulting | $28,232 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $20,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$362,846 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,291 | $144,996-28.8% | $111,297-7.2% | $93,030+11.0% |
| Participation rate | 99.6% | 86.2%+13.4pp | 77.3%+22.3pp | 73.9%+25.7pp |
| Annual return | 15.27% | 18.26%-3.0pp | 54.65%-39.4pp | 158.70%-143.4pp |
| Employer contribution / active EE | $4,315 | $3,056+41.2% | $2,731+58.0% | $2,706+59.5% |
| Participant deferral / active EE | $5,110 | $5,587-8.6% | $4,487+13.9% | $4,562+12.0% |
| Admin fee / account holder | -$45 | $103-143.6% | $7,964-100.6% | $152-129.8% |