Filed October 9, 1992
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 12 · EIN 23-3038464 | Direct payment from the plan; Contrac... | $62,545 |
BRINKER CAPITAL3 years Filed as: BRINKER CAPITAL, INC. Service code 28 · EIN 23-2829742 | Investment Management | $51,184 |
MIDWEST FINANCIAL PARTNERS3 years Service code 27 4000 SMITH RD. · CINCINNATI, OH 45209 | Advisory (Plan) | $38,388 |
ADVISORTRUST3 years Service code 15 · EIN 46-4091337 | Recordkeeping | $21,792 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $90,805 | $65,118+39.4% | $76,768+18.3% | $55,725+63.0% |
| Participation rate | 89.8% | 79.6%+10.2pp | 77.0%+12.8pp | 70.9%+18.9pp |
| Annual return | -7.80% | -1.27%-6.5pp | 2.43%-10.2pp | 244.93%-252.7pp |
| Employer contribution / active EE | $2,801 | $1,941+44.3% | $2,485+12.7% | $2,078+34.8% |
| Participant deferral / active EE | $6,669 | $3,688+80.8% | $3,852+73.2% | $3,356+98.8% |
| Admin fee / account holder | $414 | $116+257.1% | $6,675-93.8% | $115+259.3% |