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 HINE1 year Filed as: THOMPSON-HINE Service code 29 · EIN 34-0575300 | Legal | $66,692 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 16 · EIN 34-1542819 | Consulting | $60,000 |
Filed as: FIDELITY INVESTMENTS, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $44,240 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $14,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,943 | $22,291+65.7% | $69,182-46.6% | $63,975-42.3% |
| Participation rate | 52.7% | 35.3%+17.5pp | 55.1%-2.4pp | 71.1%-18.4pp |
| Annual return | 9.21% | 9.30%-0.1pp | -21.93%+31.1pp | 48.65%-39.4pp |
| Employer contribution / active EE | $644 | $325+98.1% | $1,206-46.6% | $2,182-70.5% |
| Participant deferral / active EE | $1,750 | $808+116.6% | $1,897-7.8% | $3,356-47.9% |
| Admin fee / account holder | $62 | $73-14.9% | $2,697-97.7% | $70-11.8% |