Filed October 17, 2011 (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 |
|---|---|---|
CLEARSTEAD ADVISORS, LLC1 year Service code 27 · EIN 34-1597728 | Advisory (Plan) | $56,084 |
THOMPSON HINE5+ years Service code 29 · EIN 34-0575300 | Legal | $19,603 |
MEADEN & MOORE, LTD.2 years Filed as: MEADEN AND MOORE Service code 10 · EIN 34-1818258 | Accounting | $18,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$99,334 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,362 | $105,247+9.6% | $87,100+32.4% | $77,787+48.3% |
| Participation rate | 96.1% | 85.8%+10.3pp | 76.9%+19.2pp | 73.2%+22.9pp |
| Annual return | 23.91% | 24.52%-0.6pp | 28.19%-4.3pp | 32.57%-8.7pp |
| Employer contribution / active EE | $3,284 | $2,895+13.5% | $2,521+30.3% | $2,504+31.1% |
| Participant deferral / active EE | $6,045 | $5,060+19.5% | $4,049+49.3% | $3,967+52.4% |
| Admin fee / account holder | $0 | $104-100.0% | $7,497-100.0% | $100-100.0% |