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 | $74,350 |
LCG ASSOCIATES, INC.6+ years Filed as: LCG ASSOCIATES Service code 17 · EIN 75-1680350 | Pension Consulting | $70,638 |
THOMPSON HINE6+ years Service code 10 · EIN 34-0575300 | Accounting | $39,051 |
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $30,000 |
CARON & BLETZER, PLLC6+ years Service code 10 · EIN 04-3499945 | Accounting | $20,250 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,792 | $187,277+41.9% | $112,977+135.3% | $90,288+194.4% |
| Participation rate | 99.1% | 91.6%+7.5pp | 82.6%+16.5pp | 73.4%+25.7pp |
| Annual return | 19.31% | 26.33%-7.0pp | 24.24%-4.9pp | 53.97%-34.7pp |
| Employer contribution / active EE | $7,748 | $5,263+47.2% | $4,255+82.1% | $2,524+207.0% |
| Participant deferral / active EE | $12,039 | $8,833+36.3% | $5,836+106.3% | $4,232+184.5% |
| Admin fee / account holder | $171 | $102+68.7% | $6,294-97.3% | $114+50.3% |