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 | $86,420 |
AON CONSULTING8+ years Filed as: AON HEWITT Service code 27 · EIN 36-3109431 | Advisory (Plan) | $34,029 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,906 | $45,959+4.2% | $91,220-47.5% | $77,904-38.5% |
| Participation rate | 66.5% | 66.3%+0.2pp | 73.2%-6.7pp | 73.7%-7.1pp |
| Annual return | -17.87% | -5.32%-12.5pp | 114.01%-131.9pp | 12.21%-30.1pp |
| Employer contribution / active EE | $788 | $1,451-45.7% | $2,850-72.4% | $2,848-72.3% |
| Participant deferral / active EE | $1,468 | $3,283-55.3% | $4,234-65.3% | $4,806-69.5% |
| Admin fee / account holder | $56 | $99-43.1% | $5,420-99.0% | $133-57.6% |