Filed November 17, 1992 (most recent of 2 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 |
|---|---|---|
THE JOSEPH GROUP LLC3 years Filed as: THE JOSEPH GROUP, LLC Service code 99 · EIN 36-4729550 | Other Fees | $43,456 |
Filed as: CREATIVE RETIREMENT SYSTEMS, INC Service code 49 25 MERCHANT ST STE 135 · CINCINNATI, OH 45246 | Other Services | $5,822 |
LATITUDE SERVICE COMPANY INC3 years Service code 49 1500 N OAK DR · PLYMOUTH, IN 46563 | Other Services | $1,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,139 | $76,670-11.1% | $96,683-29.5% | $71,457-4.6% |
| Participation rate | 80.5% | 66.6%+13.9pp | 74.3%+6.2pp | 67.9%+12.6pp |
| Annual return | 16.60% | 48.29%-31.7pp | 35.69%-19.1pp | 28.85%-12.3pp |
| Employer contribution / active EE | $4,791 | $3,031+58.1% | $3,737+28.2% | $2,588+85.2% |
| Participant deferral / active EE | $7,138 | $3,771+89.3% | $4,878+46.3% | $4,289+66.4% |
| Admin fee / account holder | $21 | $2,028-98.9% | $6,730-99.7% | $1,587-98.6% |