Filed September 1, 2010 (most recent of 6 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 |
|---|---|---|
OXFORD FINANCIAL GROUP, LTD10+ years Filed as: OXFORD FINANCIAL GROUP LTD Service code 27 · EIN 35-1588335 | Advisory (Plan) | $193,632 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$39,795 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,306 | $82,972+31.7% | $103,374+5.7% | $77,671+40.7% |
| Participation rate | 85.8% | 71.5%+14.2pp | 74.5%+11.3pp | 70.6%+15.2pp |
| Annual return | 11.78% | 19.14%-7.4pp | 24.89%-13.1pp | 31.21%-19.4pp |
| Employer contribution / active EE | $4,206 | $3,554+18.3% | $3,869+8.7% | $2,726+54.2% |
| Participant deferral / active EE | $5,121 | $4,108+24.6% | $5,058+1.2% | $4,648+10.2% |
| Admin fee / account holder | $172 | $639-73.1% | $8,394-98.0% | $430-60.0% |