Filed October 18, 2004
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 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $38,270 |
CROWE LLP1 year Service code 10 320 E JEFFERSON BLVD · SOUTH BEND, IN 466240007 | Accounting | $17,775 |
ELLWOOD ASSOCIATES1 year Filed as: JH ELLWOOD & ASSOCIATES INC DBA ELL Service code 99 33 W MONROE ST STE 1850 · CHICAGO, IL 60603 | Other Fees | $3,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,051 | $63,156-19.2% | $122,332-58.3% | $62,292-18.0% |
| Participation rate | 65.9% | 60.0%+5.9pp | 71.6%-5.7pp | 69.5%-3.6pp |
| Annual return | 16.29% | 20.61%-4.3pp | 30.27%-14.0pp | 28.90%-12.6pp |
| Employer contribution / active EE | $337 | $1,385-75.6% | $4,050-91.7% | $2,042-83.5% |
| Participant deferral / active EE | $2,034 | $2,321-12.4% | $3,287-38.1% | $3,169-35.8% |
| Admin fee / account holder | $275 | $440-37.4% | $5,478-95.0% | $479-42.6% |