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 |
|---|---|---|
THOMPSON HINE9+ years Service code 10 · EIN 34-0575300 | Accounting | $26,951 |
CARON & BLETZER, PLLC9+ years Service code 10 · EIN 04-3499945 | Accounting | $23,875 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,251 |
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $6,000 |
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 | $258,520 | $167,950+53.9% | $112,887+129.0% | $80,160+222.5% |
| Participation rate | 98.6% | 94.5%+4.1pp | 80.5%+18.1pp | 72.9%+25.6pp |
| Annual return | 19.36% | 18.78%+0.6pp | 34.10%-14.7pp | 40.38%-21.0pp |
| Employer contribution / active EE | $8,652 | $6,272+38.0% | $4,563+89.6% | $2,978+190.6% |
| Participant deferral / active EE | $12,714 | $9,857+29.0% | $6,513+95.2% | $5,017+153.4% |
| Admin fee / account holder | $52 | $104-49.4% | $7,047-99.3% | $145-63.8% |