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 |
|---|---|---|
HARTLAND & CO1+ years Service code 16 · EIN 34-1597728 | Consulting | $52,779 |
THOMPSON HINE1+ years Service code 16 · EIN 34-0575300 | Consulting | $9,184 |
Service code 60 | Sub-TA Fees | $0 |
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 | $100,530 | $74,498+34.9% | $94,224+6.7% | $59,188+69.8% |
| Participation rate | 94.6% | 76.8%+17.8pp | 78.8%+15.8pp | 69.4%+25.2pp |
| Annual return | 2.56% | 2.76%-0.2pp | 10.68%-8.1pp | 5.51%-2.9pp |
| Employer contribution / active EE | $6,755 | $2,077+225.1% | $3,587+88.3% | $2,098+222.0% |
| Participant deferral / active EE | $8,229 | $3,433+139.7% | $4,320+90.5% | $3,265+152.1% |
| Admin fee / account holder | $2 | $103-98.0% | $6,269-100.0% | $92-97.7% |