Filed March 1, 1993
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 | $102,072 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $55,895 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $34,028 | $35,366-3.8% | $90,645-62.5% | $75,289-54.8% |
| Participation rate | 70.6% | 57.3%+13.3pp | 74.0%-3.4pp | 72.4%-1.8pp |
| Annual return | -4.86% | -2.19%-2.7pp | 1.88%-6.7pp | -0.04%-4.8pp |
| Employer contribution / active EE | $479 | $916-47.8% | $2,532-81.1% | $2,405-80.1% |
| Participant deferral / active EE | $1,205 | $1,998-39.7% | $3,425-64.8% | $3,739-67.8% |
| Admin fee / account holder | $58 | $59-1.8% | $4,994-98.8% | $102-43.3% |