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 | $285,814 |
HARTLAND & CO9+ years Service code 27 · EIN 34-1597728 | Advisory (Plan) | $173,604 |
Service code 10 · EIN 48-1246310 | Accounting | $27,750 |
THOMPSON HINE9+ years Service code 29 · EIN 34-0575300 | Legal | $12,264 |
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 | $194,448 | $84,993+128.8% | $129,995+49.6% | $80,160+142.6% |
| Participation rate | 99.5% | 79.5%+19.9pp | 78.5%+21.0pp | 72.9%+26.5pp |
| Annual return | 23.02% | 23.76%-0.7pp | -137.18%+160.2pp | 40.38%-17.4pp |
| Employer contribution / active EE | $8,716 | $3,051+185.7% | $4,320+101.8% | $2,978+192.7% |
| Participant deferral / active EE | $11,232 | $4,984+125.4% | $5,820+93.0% | $5,017+123.9% |
| Admin fee / account holder | $74 | $391-81.0% | $10,614-99.3% | $145-48.7% |