Filed May 5, 1993 (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 |
|---|---|---|
LCG ASSOCIATES, INC.2+ years Filed as: LCG ASSOCIATES Service code 16 · EIN 75-1680350 | Consulting | $50,261 |
THOMPSON HINE2+ years Service code 29 · EIN 34-0575300 | Legal | $37,382 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $22,000 |
CARON & BLETZER, PLLC2+ years Service code 10 · EIN 04-3499945 | Accounting | $12,320 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $163,223 | $144,604+12.9% | $88,497+84.4% | $63,975+155.1% |
| Participation rate | 99.2% | 91.8%+7.4pp | 82.4%+16.8pp | 71.1%+28.1pp |
| Annual return | 6.75% | 9.63%-2.9pp | 7.63%-0.9pp | 48.65%-41.9pp |
| Employer contribution / active EE | $5,727 | $4,008+42.9% | $4,036+41.9% | $2,182+162.5% |
| Participant deferral / active EE | $9,359 | $7,027+33.2% | $4,899+91.0% | $3,356+178.9% |
| Admin fee / account holder | $149 | $78+89.9% | $6,220-97.6% | $70+111.4% |