Filed February 24, 1994
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 | $471,256 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $57,295 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $9,833 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,301 | $145,516+19.8% | $184,203-5.4% | $99,062+76.0% |
| Participation rate | 96.5% | 90.3%+6.2pp | 86.8%+9.6pp | 71.6%+24.8pp |
| Annual return | 19.38% | 21.23%-1.9pp | 28.81%-9.4pp | 17.66%+1.7pp |
| Employer contribution / active EE | $5,033 | $5,354-6.0% | $6,427-21.7% | $3,262+54.3% |
| Participant deferral / active EE | $7,002 | $8,423-16.9% | $9,131-23.3% | $5,331+31.3% |
| Admin fee / account holder | $77 | $78-0.4% | $13,901-99.4% | $109-29.0% |