Filed July 31, 1989
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 |
|---|---|---|
MEADEN & MOORE, LTD.2 years Filed as: MEADEN AND MOORE, LTD Service code 10 · EIN 34-1818258 | Accounting | $11,700 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $8,458 |
Filed as: FIDELITY INV INST OPERATIONS CO Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,824 | $102,197+74.0% | $142,449+24.8% | $74,419+139.0% |
| Participation rate | 72.9% | 79.8%-7.0pp | 76.8%-3.9pp | 70.7%+2.2pp |
| Annual return | 23.31% | 19.73%+3.6pp | 19.99%+3.3pp | 34.38%-11.1pp |
| Employer contribution / active EE | $178 | $5,052-96.5% | $4,847-96.3% | $2,637-93.2% |
| Participant deferral / active EE | $6,577 | $6,304+4.3% | $6,283+4.7% | $4,528+45.3% |
| Admin fee / account holder | $30 | $186-83.9% | $10,011-99.7% | $348-91.4% |