Filed June 6, 2003
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 |
|---|---|---|
FAIRFIELD NATIONAL BANK1+ years Service code 21 · EIN 31-1198067 143 WEST MAIN STREET · LANCASTER, OH 43130 | Bank Trustee | $400,790 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY HLDGS Service code 27 · EIN 26-4310632 1585 BROADWAY · NEW YORK, NY 11036 | Advisory (Plan) | $96,047 |
APEX CAPITAL MANAGEMENT1+ years Service code 27 · EIN 31-1198068 8163 OLD YANKEE ST SUITE E · DAYTON, OH 45458 | Advisory (Plan) | $40,762 |
GREAT LAKES ADVISORS, LLC1+ years Filed as: GREAT LAKES ADVISORS, INC. Service code 27 · EIN 36-3707782 222 SOUTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Advisory (Plan) | $28,876 |
JC & COMPANY1+ years Filed as: JONES COCHENOUR & CO Service code 10 · EIN 31-1423687 125 WEST MULBERRY STREET · LANCASTER, OH 43130 | Accounting | $7,500 |
VAUGHAN NELSON INVESTMENT MGMT1+ years Filed as: VAUGHAN NELSON INVESTMENT MANAGEMEN Service code 27 · EIN 04-3304963 600 TRAVIS SUITE 6300 · HOUSTON, TX 77002 | Advisory (Plan) | $0 |
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 | $34,164 | $37,039-7.8% | $147,614-76.9% | $59,188-42.3% |
| Participation rate | 96.1% | 63.8%+32.3pp | 84.6%+11.4pp | 69.4%+26.6pp |
| Annual return | -1.50% | 7.19%-8.7pp | 61.98%-63.5pp | 5.51%-7.0pp |
| Employer contribution / active EE | $2,833 | $1,353+109.4% | $5,564-49.1% | $2,098+35.0% |
| Participant deferral / active EE | $1,375 | $2,094-34.3% | $4,895-71.9% | $3,265-57.9% |
| Admin fee / account holder | $218 | $60+261.8% | $11,611-98.1% | $92+136.3% |