Filed January 30, 1995
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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $141,371 |
KOVITZ INVESTMENT GROUP6 years Filed as: KOVITZ INVESTMENT GROUP PARTNERS Service code 28 · EIN 47-5657416 | Investment Management | $63,892 |
PREMIER BANK5 years Service code 26 601 CLINTON ST · DEFIANCE, OH 435122636 | Advisory (Participants) | $51,443 |
Filed as: RAYMOND JAMES Service code 26 P.O. BOX 23641 · ST. PETERSBURG, FL 337429968 | Advisory (Participants) | $35,044 |
TDC INVESTMENET ADVISORY SERVICES10+ years Service code 26 1440 ARROWHEAD DR · MAUMEE, OH 435374016 | Advisory (Participants) | $28,125 |
Filed as: ONEAMERICA INV ADVISORY SERVICES LL Service code 28 · EIN 81-3920167 | Investment Management | $25,000 |
LPL FINANCIAL4 years Service code 26 28300 KENSINGTON LANE · PERRYSBURG, OH 43551 | Advisory (Participants) | $22,336 |
BOLLIN WEALTH MANAGEMENT3 years Service code 26 842 W SOUTH BOUNDARY ST. · PERRYSBURG, OH 43551 | Advisory (Participants) | $13,992 |
WEALTH ADVISORS GROUP7 years Service code 26 12726 COLDWATER ROAD · FORT WAYNE, IN 46845 | Advisory (Participants) | $7,775 |
OLIVE WEALTH MANAGEMENT1 year Filed as: OLIVE TREE ASSET MANAGEMENT Service code 26 780 3RD AVENUE · NEW YORK, NY 10017 | Advisory (Participants) | $6,440 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,941 | $53,136+193.5% | $155,509+0.3% | $199,593-21.9% |
| Participation rate | 83.8% | 64.1%+19.7pp | 78.2%+5.6pp | 72.0%+11.8pp |
| Annual return | 15.50% | 41.15%-25.6pp | 64.67%-49.2pp | 34.25%-18.7pp |
| Employer contribution / active EE | $4,872 | $1,851+163.2% | $4,672+4.3% | $3,034+60.6% |
| Participant deferral / active EE | $4,740 | $3,161+49.9% | $5,626-15.8% | $5,087-6.8% |
| Admin fee / account holder | $251 | $185+35.4% | $15,912-98.4% | $269-6.6% |