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 | $75,070 |
LCG ASSOCIATES, INC.5+ years Filed as: LCG ASSOCIATES Service code 16 · EIN 75-1680350 | Consulting | $66,801 |
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $34,000 |
THOMPSON HINE5+ years Service code 10 · EIN 34-0575300 | Accounting | $33,036 |
CARON & BLETZER, PLLC5+ years Service code 10 · EIN 04-3499945 | Accounting | $19,000 |
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 | $218,049 | $168,477+29.4% | $105,387+106.9% | $77,787+180.3% |
| Participation rate | 98.2% | 91.6%+6.5pp | 82.6%+15.6pp | 73.2%+24.9pp |
| Annual return | 20.47% | 25.62%-5.1pp | 26.82%-6.4pp | 32.57%-12.1pp |
| Employer contribution / active EE | $6,897 | $4,957+39.1% | $4,213+63.7% | $2,504+175.4% |
| Participant deferral / active EE | $10,798 | $8,141+32.6% | $5,502+96.3% | $3,967+172.2% |
| Admin fee / account holder | $166 | $103+62.0% | $6,559-97.5% | $100+66.0% |