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, LLC2 years Service code 27 · EIN 34-1597728 | Advisory (Plan) | $56,779 |
MEADEN & MOORE, LTD.1 year Filed as: MEADEN & MOORE Service code 10 · EIN 34-1818258 | Accounting | $19,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,497 |
THOMPSON HINE6+ years Service code 29 · EIN 34-0575300 | Legal | $9,350 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$126,773 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,821 | $176,491-26.4% | $95,952+35.3% | $90,288+43.8% |
| Participation rate | 98.6% | 86.6%+12.1pp | 77.1%+21.6pp | 73.4%+25.3pp |
| Annual return | 19.44% | 20.14%-0.7pp | 91.61%-72.2pp | 53.97%-34.5pp |
| Employer contribution / active EE | $4,884 | $2,789+75.1% | $2,541+92.2% | $2,524+93.5% |
| Participant deferral / active EE | $7,139 | $5,340+33.7% | $4,167+71.3% | $4,232+68.7% |
| Admin fee / account holder | -$11 | $154-106.9% | $6,795-100.2% | $114-109.3% |