Filed January 20, 1999
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 |
|---|---|---|
OXFORD FINANCIAL GROUP, LTD6+ years Service code 26 11711 NORTH MERIDIAN STREET · CARMEL, IN 46032 | Advisory (Participants) | $34,043 |
Service code 15 · EIN 32-0169227 | Recordkeeping | $19,413 |
LATITUDE SERVICE COMPANY INC2 years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 49 · EIN 82-1371994 | Other Services | $11,251 |
BLUE CHIP RETIREMENT PLANS, INC.6+ years Filed as: BLUE & CO., LLC Service code 10 · EIN 35-1178661 | Accounting | $11,250 |
Filed as: FIDELITY PERSONAL TRUST COMPANY FSB Service code 18 · EIN 04-3523567 | Shareholder servicing fees; Custodial... | $5,701 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,533 | $61,052+58.1% | $142,863-32.4% | $79,386+21.6% |
| Participation rate | 73.6% | 60.1%+13.4pp | 71.9%+1.6pp | 70.7%+2.8pp |
| Annual return | 20.05% | 16.02%+4.0pp | 5637.54%-5617.5pp | 116.85%-96.8pp |
| Employer contribution / active EE | $402 | $1,481-72.8% | $4,144-90.3% | $2,427-83.4% |
| Participant deferral / active EE | $1,653 | $2,879-42.6% | $3,837-56.9% | $4,046-59.1% |
| Admin fee / account holder | $519 | $659-21.3% | $6,560-92.1% | $626-17.2% |