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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $226,997 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $85,327 |
THOMPSON HINE9+ years Service code 22 · EIN 34-0575300 | Insurance Broker | $67,775 |
CLEARSTEAD ADVISORS, LLC5 years Service code 27 · EIN 34-1597729 | Advisory (Plan) | $64,352 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $120,934 | $104,697+15.5% | $96,544+25.3% | $80,160+50.9% |
| Participation rate | 98.0% | 86.4%+11.6pp | 76.0%+22.0pp | 72.9%+25.0pp |
| Annual return | 22.14% | 21.78%+0.4pp | 25.84%-3.7pp | 40.38%-18.2pp |
| Employer contribution / active EE | $5,377 | $3,536+52.1% | $2,965+81.4% | $2,978+80.6% |
| Participant deferral / active EE | $7,585 | $6,188+22.6% | $4,851+56.4% | $5,017+51.2% |
| Admin fee / account holder | $127 | $107+18.6% | $8,252-98.5% | $145-12.6% |