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.8+ years Filed as: LCG ASSOCIATES Service code 17 · EIN 75-1680350 | Pension Consulting | $90,308 |
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $20,000 |
CARON & BLETZER, PLLC8+ years Service code 10 · EIN 04-3499945 | Accounting | $18,530 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,310 |
THOMPSON HINE8+ years Service code 10 · EIN 34-0575300 | Accounting | $10,442 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,132 | $153,281+48.8% | $93,789+143.2% | $77,904+192.8% |
| Participation rate | 98.8% | 92.2%+6.6pp | 81.0%+17.9pp | 73.7%+25.2pp |
| Annual return | -16.53% | -5.55%-11.0pp | -11.33%-5.2pp | 12.21%-28.7pp |
| Employer contribution / active EE | $8,137 | $5,690+43.0% | $4,323+88.3% | $2,848+185.8% |
| Participant deferral / active EE | $12,426 | $9,364+32.7% | $6,094+103.9% | $4,806+158.6% |
| Admin fee / account holder | $107 | $114-6.6% | $7,195-98.5% | $133-19.6% |