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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $212,880 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $101,623 |
CLEARSTEAD ADVISORS, LLC6 years Service code 27 · EIN 34-1597728 | Advisory (Plan) | $51,876 |
MEADEN & MOORE, LTD.1 year Filed as: MEADEN & MOORE LTD Service code 10 · EIN 34-1818258 | Accounting | $46,800 |
THOMPSON HINE10+ years Service code 29 · EIN 34-0575300 | Legal | $22,692 |
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 | $139,537 | $110,299+26.5% | $102,423+36.2% | $199,593-30.1% |
| Participation rate | 98.3% | 86.3%+12.0pp | 76.5%+21.8pp | 72.0%+26.4pp |
| Annual return | 13.18% | 35.73%-22.6pp | 29.32%-16.1pp | 34.25%-21.1pp |
| Employer contribution / active EE | $5,715 | $3,603+58.6% | $3,023+89.0% | $3,034+88.3% |
| Participant deferral / active EE | $8,316 | $6,376+30.4% | $5,053+64.6% | $5,087+63.5% |
| Admin fee / account holder | $131 | $122+6.8% | $9,451-98.6% | $269-51.4% |