Filed April 21, 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 |
|---|---|---|
THOMPSON HINE9 years Filed as: THOMPSON-HINE Service code 29 · EIN 34-0575300 | Legal | $313,498 |
Service code 37 · EIN 04-2647786 | Loan Processing | $239,572 |
Service code 16 · EIN 92-1819393 | Consulting | $45,000 |
REHMANN ROBSON3 years Service code 10 · EIN 38-3567911 | Accounting | $22,336 |
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 | $58,815 | $31,741+85.3% | $56,411+4.3% | $199,593-70.5% |
| Participation rate | 89.2% | 32.3%+56.9pp | 52.5%+36.8pp | 72.0%+17.3pp |
| Annual return | 16.47% | 14.72%+1.8pp | 1701.33%-1684.9pp | 34.25%-17.8pp |
| Employer contribution / active EE | $1,515 | $508+198.4% | $1,039+45.8% | $3,034-50.1% |
| Participant deferral / active EE | $4,714 | $1,184+298.1% | $1,952+141.5% | $5,087-7.3% |
| Admin fee / account holder | $119 | $426-72.1% | $2,829-95.8% | $269-55.8% |