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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $225,377 |
HARTLAND & CO8+ years Service code 27 · EIN 34-1597728 | Advisory (Plan) | $70,238 |
THOMPSON HINE8+ years Service code 29 · EIN 34-0575300 | Legal | $38,730 |
Service code 10 · EIN 48-1246310 | Accounting | $24,800 |
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,063 | $84,000+96.5% | $119,609+38.0% | $77,904+111.9% |
| Participation rate | 98.8% | 77.8%+21.0pp | 79.3%+19.5pp | 73.7%+25.1pp |
| Annual return | -16.67% | -11.59%-5.1pp | -14.97%-1.7pp | 12.21%-28.9pp |
| Employer contribution / active EE | $8,493 | $2,907+192.1% | $4,232+100.7% | $2,848+198.2% |
| Participant deferral / active EE | $10,728 | $4,705+128.0% | $5,602+91.5% | $4,806+123.2% |
| Admin fee / account holder | $56 | $116-51.7% | $10,323-99.5% | $133-57.8% |