Filed March 7, 2003 (most recent of 2 filings on file)
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $482,088 |
CLEARSTEAD ADVISORS, LLC6 years Service code 27 · EIN 34-1597728 | Advisory (Plan) | $163,053 |
Service code 10 · EIN 48-1246310 | Accounting | $28,050 |
THOMPSON HINE10+ years Service code 29 · EIN 34-0575300 | Legal | $12,600 |
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 | $216,645 | $2,679,533-91.9% | $164,813+31.4% | $199,593+8.5% |
| Participation rate | 94.8% | 78.3%+16.5pp | 78.6%+16.2pp | 72.0%+22.9pp |
| Annual return | 25.13% | 17.93%+7.2pp | 69.93%-44.8pp | 34.25%-9.1pp |
| Employer contribution / active EE | $7,665 | $2,970+158.1% | $4,341+76.6% | $3,034+152.6% |
| Participant deferral / active EE | $9,920 | $5,010+98.0% | $6,031+64.5% | $5,087+95.0% |
| Admin fee / account holder | $91 | $1,982-95.4% | $12,690-99.3% | $269-66.0% |