Filed July 17, 2013 (most recent of 7 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 | $1,083,253 |
Filed as: WATSON WYATT Service code 27 · EIN 52-1868818 | Advisory (Plan) | $150,425 |
THOMPSON HINE1 year Filed as: THOMPSONHINE Service code 29 · EIN 34-0575300 | Legal | $72,150 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $25,750 |
Form 5500 reported that benefits due were not provided when due.
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 | $86,241 | $96,807-10.9% | $164,813-47.7% | $106,382-18.9% |
| Participation rate | 81.9% | 79.1%+2.8pp | 78.6%+3.3pp | 69.9%+12.0pp |
| Annual return | 16.36% | 17.39%-1.0pp | 69.93%-53.6pp | 17.37%-1.0pp |
| Employer contribution / active EE | $3,051 | $2,888+5.6% | $4,341-29.7% | $3,364-9.3% |
| Participant deferral / active EE | $5,592 | $5,055+10.6% | $6,031-7.3% | $5,569+0.4% |
| Admin fee / account holder | $46 | $66-29.6% | $12,690-99.6% | $79-41.6% |