Filed May 20, 1992
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 HEWITT INVEST. CONSULTING, INC. Service code 16 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Consulting | $65,725 |
MERCER1+ years Service code 16 1166 6TH AVENUE · NEW YORK, NY 10036 | Consulting | $54,000 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,143 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$27,102 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,203 | $82,683-18.7% | $133,980-49.8% | $65,292+2.9% |
| Participation rate | 89.3% | 87.3%+2.0pp | 87.1%+2.3pp | 72.4%+16.9pp |
| Annual return | 9.25% | 9.63%-0.4pp | 29.30%-20.0pp | 11.84%-2.6pp |
| Employer contribution / active EE | $3,060 | $3,583-14.6% | $5,211-41.3% | $2,302+33.0% |
| Participant deferral / active EE | $6,141 | $5,190+18.3% | $6,282-2.2% | $3,579+71.6% |
| Admin fee / account holder | $14 | $66-79.2% | $9,324-99.9% | $57-76.1% |