Filed December 26, 2013
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 |
|---|---|---|
JACOB, HAXTON & BOORD, LLC2+ years Service code 50 · EIN 20-0754801 100 W. OLD WILSON BRIDGE RD · WORTHINGTON, OH 43085 | Direct Payment | $7,234 |
STADION MONEY MANAGEMENT2+ years Filed as: STADION MONEY MANAGEMENT, INC. Service code 51 · EIN 58-2099805 | Investment Mgmt Fees | $6,365 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,838 |
GOLDLEAF PARTNERS1+ years Filed as: GOLDLEAF PARTNERS EMPLOYER SERVICES Service code 15 · EIN 45-0514557 | Recordkeeping | $100 |
Service code 60 · EIN 13-2656036 | Sub-TA Fees | $0 |
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 | $30,557 | $75,183-59.4% | $123,892-75.3% | $55,167-44.6% |
| Participation rate | 75.9% | 72.8%+3.1pp | 81.4%-5.5pp | 69.0%+6.9pp |
| Annual return | 11.62% | 19.01%-7.4pp | 47.52%-35.9pp | 169.23%-157.6pp |
| Employer contribution / active EE | $1,395 | $2,823-50.6% | $4,617-69.8% | $1,963-28.9% |
| Participant deferral / active EE | $2,454 | $5,084-51.7% | $5,984-59.0% | $3,054-19.7% |
| Admin fee / account holder | $120 | $663-81.9% | $8,357-98.6% | $504-76.2% |