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 CO4 years Service code 15 · EIN 04-2647786 | Recordkeeping | $92,085 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 13-2834414 | Consulting | $43,563 |
Filed as: CLARK SCHAEFER HACKETT & CO Service code 10 · EIN 31-0800053 | Accounting | $12,900 |
WITHUMSMITH+BROWN, PC5 years Filed as: FROST BROWN TODD LLC Service code 29 · EIN 61-0722001 | Legal | $6,953 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,180 | $45,000+11.5% | $143,757-65.1% | $77,904-35.6% |
| Participation rate | 92.9% | 66.8%+26.1pp | 80.3%+12.6pp | 73.7%+19.2pp |
| Annual return | -17.67% | 29.03%-46.7pp | -0.04%-17.6pp | 12.21%-29.9pp |
| Employer contribution / active EE | $1,122 | $1,870-40.0% | $4,951-77.3% | $2,848-60.6% |
| Participant deferral / active EE | $7,056 | $3,157+123.5% | $5,637+25.2% | $4,806+46.8% |
| Admin fee / account holder | $70 | $98-28.7% | $14,673-99.5% | $133-47.1% |