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, LTD2 years Service code 27 · EIN 35-1588335 | Advisory (Plan) | $130,065 |
Service code 37 · EIN 04-2647786 | Loan Processing | $39,862 |
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 | $92,649 | $60,545+53.0% | $92,233+0.5% | $69,631+33.1% |
| Participation rate | 90.0% | 72.2%+17.9pp | 76.5%+13.5pp | 70.7%+19.3pp |
| Annual return | 14.83% | 19.71%-4.9pp | 176.28%-161.4pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $4,276 | $2,633+62.4% | $3,679+16.2% | $2,032+110.4% |
| Participant deferral / active EE | $3,770 | $2,828+33.3% | $3,897-3.3% | $3,224+16.9% |
| Admin fee / account holder | $287 | $145+97.9% | $5,194-94.5% | $110+159.5% |