Filed December 18, 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 |
|---|---|---|
CORNERSTONE FINANCIAL GROUP2+ years Service code 27 4565 E GALBRAITH RD · CINCINNATI, OH 45236 | Advisory (Plan) | $12,790 |
BRINKER CAPITAL2+ years Filed as: BRINKER CAPITAL HOLDINGS, INC. Service code 28 1055 WESTLAKES DRIVE · BERWYN, PA 19312 | Investment Management | $9,593 |
Filed as: PROFESSIONAL CAPITAL SERVICES, LLC. Service code 13 · EIN 46-4091337 | Contract Administrator | $6,322 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,358 | $38,969-9.3% | $109,313-67.7% | $55,167-35.9% |
| Participation rate | 59.6% | 58.2%+1.3pp | 71.3%-11.7pp | 69.0%-9.4pp |
| Annual return | 5.96% | 8.26%-2.3pp | 22.07%-16.1pp | 169.23%-163.3pp |
| Employer contribution / active EE | $1,020 | $1,227-16.9% | $3,892-73.8% | $1,963-48.0% |
| Participant deferral / active EE | $1,996 | $2,176-8.2% | $3,166-37.0% | $3,054-34.6% |
| Admin fee / account holder | $299 | $501-40.3% | $5,666-94.7% | $504-40.7% |