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 & CO4+ years Service code 16 · EIN 34-1597728 | Consulting | $23,859 |
THOMPSON HINE1 year Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $16,846 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$225,681 |
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 | $126,269 | $64,311+96.3% | $110,238+14.5% | $75,289+67.7% |
| Participation rate | 96.0% | 79.3%+16.7pp | 79.8%+16.2pp | 72.4%+23.6pp |
| Annual return | -5.11% | -1.74%-3.4pp | 314.74%-319.8pp | -0.04%-5.1pp |
| Employer contribution / active EE | $7,517 | $2,404+212.7% | $3,826+96.4% | $2,405+212.5% |
| Participant deferral / active EE | $9,401 | $3,892+141.6% | $4,672+101.2% | $3,739+151.5% |
| Admin fee / account holder | $15 | $88-82.7% | $8,547-99.8% | $102-85.2% |