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 |
|---|---|---|
CLEARSTEAD ADVISORS, LLC1 year Service code 16 · EIN 34-1597728 | Consulting | $69,089 |
Service code 10 · EIN 48-1246310 | Accounting | $39,950 |
THOMPSON HINE2 years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $26,903 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$204,468 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $187,334 | $73,125+156.2% | $125,175+49.7% | $77,787+140.8% |
| Participation rate | 97.2% | 79.4%+17.8pp | 79.8%+17.5pp | 73.2%+24.0pp |
| Annual return | 79.46% | 24.71%+54.7pp | 43.79%+35.7pp | 32.57%+46.9pp |
| Employer contribution / active EE | $8,126 | $2,413+236.8% | $3,865+110.2% | $2,504+224.5% |
| Participant deferral / active EE | $9,976 | $3,966+151.5% | $4,937+102.1% | $3,967+151.5% |
| Admin fee / account holder | $35 | $89-60.5% | $9,702-99.6% | $100-64.7% |