Filed November 6, 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 |
|---|---|---|
FID INV INST OPS CO1 year Service code 15 · EIN 04-2647786 | Recordkeeping | $133,178 |
Filed as: PAVILLION ADVISORY GROUP INC. Service code 27 · EIN 04-3831795 | Advisory (Plan) | $35,418 |
Filed as: CLARK SCHAEFER HACKETT & CO Service code 10 · EIN 31-0800053 | Accounting | $26,650 |
WITHUMSMITH+BROWN, PC2 years Filed as: FROST BROWN TODD LLC Service code 29 · EIN 61-0722001 | Legal | $8,406 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,333 | $47,456-0.3% | $172,739-72.6% | $77,787-39.2% |
| Participation rate | 95.3% | 66.3%+29.0pp | 82.6%+12.7pp | 73.2%+22.1pp |
| Annual return | 20.39% | 35.57%-15.2pp | 802.84%-782.5pp | 32.57%-12.2pp |
| Employer contribution / active EE | $762 | $1,574-51.6% | $5,143-85.2% | $2,504-69.6% |
| Participant deferral / active EE | $4,728 | $2,560+84.7% | $5,198-9.0% | $3,967+19.2% |
| Admin fee / account holder | $54 | $81-33.3% | $13,954-99.6% | $100-46.1% |