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 |
|---|---|---|
THOMPSON HINE3 years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $61,800 |
HARTLAND & CO6+ years Service code 27 · EIN 34-1597728 | Advisory (Plan) | $59,387 |
CHERRY BEKAERT LLP1 year Service code 10 · EIN 56-0574444 | Accounting | $54,000 |
Service code 10 · EIN 48-1246310 | Accounting | $18,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$192,389 |
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 | $162,728 | $82,783+96.6% | $133,956+21.5% | $90,288+80.2% |
| Participation rate | 99.3% | 81.3%+18.0pp | 79.8%+19.5pp | 73.4%+26.0pp |
| Annual return | 24.22% | 21.89%+2.3pp | 45.09%-20.9pp | 53.97%-29.8pp |
| Employer contribution / active EE | $7,928 | $2,388+232.0% | $3,919+102.3% | $2,524+214.1% |
| Participant deferral / active EE | $10,345 | $4,291+141.1% | $5,048+105.0% | $4,232+144.4% |
| Admin fee / account holder | $37 | $93-59.9% | $8,927-99.6% | $114-67.4% |