Filed February 26, 2008 (most recent of 4 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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $223,117 |
THOMPSON HINE1 year Filed as: THOMPSON HINE LLP Service code 50 · EIN 34-0575300 | Direct Payment | $161,767 |
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 50 · EIN 26-0058143 | Direct Payment | $31,875 |
PLANTE & MORAN, PLLC5 years Filed as: PLANTE MORAN Service code 70 · EIN 38-1357951 | Consulting Fees | $10,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,166 | $37,317+53.2% | $77,024-25.8% | $77,904-26.6% |
| Participation rate | 60.7% | 46.9%+13.9pp | 67.9%-7.2pp | 73.7%-12.9pp |
| Annual return | -14.92% | -5.88%-9.0pp | 42.32%-57.2pp | 12.21%-27.1pp |
| Employer contribution / active EE | $930 | $1,218-23.7% | $2,812-66.9% | $2,848-67.3% |
| Participant deferral / active EE | $3,357 | $2,564+30.9% | $4,426-24.2% | $4,806-30.2% |
| Admin fee / account holder | $122 | $126-2.6% | $5,425-97.7% | $133-7.6% |