Filed May 25, 2005 (most recent of 3 filings on file)
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $793,327 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $537,943 |
MERCER5 years Service code 27 · EIN 30-0282430 | Advisory (Plan) | $179,139 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT TRUST COMPANY Service code 27 · EIN 27-2037969 | Advisory (Plan) | $90,000 |
ARY ROEPCKE MULCHAEY, P.C.6 years Service code 10 · EIN 52-2370901 | Accounting | $56,000 |
BAKERHOSTETLER8 years Service code 29 · EIN 34-0082025 | Legal | $27,542 |
THOMPSON HINE1 year Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $6,755 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,546 | $171,977-36.3% | $200,582-45.4% | $140,769-22.2% |
| Participation rate | 96.6% | 93.2%+3.4pp | 86.9%+9.7pp | 74.2%+22.5pp |
| Annual return | 19.84% | 19.20%+0.6pp | 42.33%-22.5pp | 16.82%+3.0pp |
| Employer contribution / active EE | $3,161 | $6,031-47.6% | $6,419-50.8% | $3,906-19.1% |
| Participant deferral / active EE | $7,820 | $9,366-16.5% | $9,331-16.2% | $6,717+16.4% |
| Admin fee / account holder | $65 | $68-4.0% | $16,305-99.6% | $229-71.5% |