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, LTD9+ years Service code 26 11711 NORTH MERIDIAN STREET · CARMEL, IN 46032 | Advisory (Participants) | $34,000 |
CROWE LLP2 years Filed as: CROWE, LLP Service code 10 P.O. BOX 71570 · CHICAGO, IL 60694 | Accounting | $21,609 |
Service code 15 · EIN 32-0169227 | Recordkeeping | $15,400 |
LATITUDE SERVICE COMPANY INC5 years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 49 · EIN 82-1371994 | Other Services | $7,743 |
Filed as: FIDELITY PERSONAL TRUST COMPANY FSB Service code 18 · EIN 04-3523567 | Custodial (other than securities); Sh... | $5,682 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,167 | $52,406+60.6% | $129,207-34.9% | $74,495+13.0% |
| Participation rate | 82.8% | 53.8%+29.0pp | 69.6%+13.2pp | 67.2%+15.6pp |
| Annual return | 19.91% | 15.66%+4.3pp | 9417.33%-9397.4pp | 1364.94%-1345.0pp |
| Employer contribution / active EE | $2,556 | $1,531+67.0% | $4,153-38.4% | $2,623-2.5% |
| Participant deferral / active EE | $5,136 | $2,794+83.8% | $4,168+23.2% | $4,346+18.2% |
| Admin fee / account holder | $481 | $2,633-81.7% | $7,715-93.8% | $1,942-75.2% |