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 GROUP4+ years Service code 27 4565 E GALBRAITH RD · CINCINNATI, OH 45236 | Advisory (Plan) | $17,137 |
BRINKER CAPITAL4+ years Filed as: BRINKER CAPITAL HOLDINGS, INC. Service code 28 1055 WESTLAKES DRIVE · BERWYN, PA 19312 | Investment Management | $12,583 |
Filed as: PROFESSIONAL CAPITAL SERVICES, LLC. Service code 13 · EIN 46-4091337 | Contract Administrator | $9,990 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $36,429 | $44,221-17.6% | $121,196-69.9% | $56,287-35.3% |
| Participation rate | 63.9% | 61.1%+2.8pp | 71.7%-7.9pp | 69.9%-6.0pp |
| Annual return | -7.03% | -3.58%-3.5pp | 16.93%-24.0pp | -9.96%+2.9pp |
| Employer contribution / active EE | $1,230 | $1,480-16.9% | $4,022-69.4% | $2,111-41.8% |
| Participant deferral / active EE | $2,190 | $2,521-13.1% | $3,344-34.5% | $3,350-34.6% |
| Admin fee / account holder | $389 | $480-19.0% | $5,019-92.3% | $521-25.3% |