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 BANK4+ years Service code 21 · EIN 31-1198067 143 WEST MAIN STREET · LANCASTER, OH 43130 | Bank Trustee | $474,037 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY HLDGS Service code 27 · EIN 26-4310632 1585 BROADWAY · NEW YORK, NY 11036 | Advisory (Plan) | $95,212 |
LAZZARD ASSET MGMT , LLC1 year Filed as: LAZZARD ASSET MANAGEMENTT MANAGEMEN Service code 27 · EIN 05-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Advisory (Plan) | $36,691 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO, INC. Service code 28 | Investment Management | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $38,944 | $45,382-14.2% | $154,107-74.7% | $75,289-48.3% |
| Participation rate | 98.9% | 65.9%+33.0pp | 83.0%+15.9pp | 72.4%+26.5pp |
| Annual return | -4.44% | -0.47%-4.0pp | 735.12%-739.6pp | -0.04%-4.4pp |
| Employer contribution / active EE | $3,166 | $1,533+106.5% | $5,298-40.2% | $2,405+31.6% |
| Participant deferral / active EE | $1,905 | $2,384-20.1% | $5,081-62.5% | $3,739-49.1% |
| Admin fee / account holder | $216 | $89+141.8% | $13,411-98.4% | $102+111.1% |