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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $76,350 |
LCG ASSOCIATES, INC.4+ years Filed as: LCG ASSOCIATES Service code 16 · EIN 75-1680350 | Consulting | $62,899 |
THOMPSON HINE4+ years Service code 10 · EIN 34-0575300 | Accounting | $33,183 |
CARON & BLETZER, PLLC4+ years Service code 10 · EIN 04-3499945 | Accounting | $21,733 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $20,000 |
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 | $185,646 | $144,389+28.6% | $90,782+104.5% | $75,289+146.6% |
| Participation rate | 98.9% | 92.2%+6.7pp | 82.7%+16.3pp | 72.4%+26.5pp |
| Annual return | -4.32% | 0.91%-5.2pp | -3.42%-0.9pp | -0.04%-4.3pp |
| Employer contribution / active EE | $6,709 | $4,529+48.1% | $4,105+63.4% | $2,405+179.0% |
| Participant deferral / active EE | $10,633 | $7,882+34.9% | $5,366+98.2% | $3,739+184.4% |
| Admin fee / account holder | $161 | $102+57.4% | $5,908-97.3% | $102+57.5% |