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 & CO2+ years Service code 10 · EIN 34-1597728 | Accounting | $124,772 |
Service code 10 · EIN 48-1246310 | Accounting | $39,950 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $34,875 |
THOMPSON HINE2+ years Service code 10 · EIN 34-0575300 | Accounting | $13,191 |
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $104,656 | $61,125+71.2% | $108,579-3.6% | $63,975+63.6% |
| Participation rate | 95.3% | 80.5%+14.8pp | 79.6%+15.8pp | 71.1%+24.2pp |
| Annual return | 10.39% | 14.06%-3.7pp | -51.70%+62.1pp | 48.65%-38.3pp |
| Employer contribution / active EE | $7,439 | $2,237+232.6% | $3,758+97.9% | $2,182+241.0% |
| Participant deferral / active EE | $9,168 | $3,574+156.5% | $4,311+112.7% | $3,356+173.1% |
| Admin fee / account holder | $51 | $72-28.8% | $7,645-99.3% | $70-27.3% |