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, LLC4 years Service code 27 · EIN 34-1597728 | Advisory (Plan) | $63,263 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $43,789 |
THOMPSON HINE1 year Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $28,984 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$109,957 |
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 | $101,062 | $130,141-22.3% | $86,677+16.6% | $77,904+29.7% |
| Participation rate | 97.7% | 85.9%+11.7pp | 76.6%+21.1pp | 73.7%+24.0pp |
| Annual return | -8.46% | -12.75%+4.3pp | 35.91%-44.4pp | 12.21%-20.7pp |
| Employer contribution / active EE | $5,254 | $3,220+63.2% | $2,836+85.2% | $2,848+84.5% |
| Participant deferral / active EE | $7,173 | $5,757+24.6% | $4,656+54.1% | $4,806+49.3% |
| Admin fee / account holder | $7 | $132-94.4% | $7,493-99.9% | $133-94.4% |