Filed January 6, 2006
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+ years Filed as: AON CONSULTING INC Service code 49 1100 REYNOLDS BLVD 4TH FL. · WINSTON SALEM, NC 27105 | Other Services | $27,500 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $9,809 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $71,703 | $70,002+2.4% | $115,037-37.7% | $52,331+37.0% |
| Participation rate | 84.4% | 72.1%+12.3pp | 81.4%+3.0pp | 68.1%+16.3pp |
| Annual return | 2.60% | 4.04%-1.4pp | 26.14%-23.5pp | 4.54%-1.9pp |
| Employer contribution / active EE | $2,802 | $2,715+3.2% | $4,608-39.2% | $1,882+48.9% |
| Participant deferral / active EE | $6,134 | $4,920+24.7% | $6,026+1.8% | $3,022+103.0% |
| Admin fee / account holder | $136 | $566-76.0% | $8,175-98.3% | $592-77.1% |