Filed May 2, 1994 (most recent of 2 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 with Solo.
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See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FINDLEY2 years Filed as: FINDLEY, INC. Service code 11 · EIN 34-1213174 | Actuarial | $28,033 |
BRENTWOOD ADVISORS LLC1 year Service code 16 · EIN 62-1781341 | Consulting | $23,000 |
Filed as: PICKETT, CHANEY & MCMULLEN Service code 10 · EIN 48-1246310 | Accounting | $15,300 |
CLEARSTEAD ADVISORS, LLC1 year Filed as: CLEARSTEAD ADVISORS LLC Service code 16 · EIN 34-1597728 | Consulting | $13,142 |
THOMPSON HINE1 year Filed as: THOMPSON HINE LLC Service code 29 · EIN 34-0575300 | Legal | $8,660 |
US BANK3 years Service code 13 · EIN 31-0841368 | Contract Administrator | $7,372 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $0 | $58,463-100.0% | $133,543,011-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 8.0%-8.0pp | 13.0%-13.0pp |
| Annual return | 15.36% | 12.80%+2.6pp | 29.77%-14.4pp | 13.59%+1.8pp |
| Employer contribution / active EE | $10,634 | $11,862-10.4% | $33,607-68.4% | $14,592-27.1% |
| Participant deferral / active EE | $0 | $86-100.0% | $96-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $325-100.0% | $835,310-100.0% | $29,657-100.0% |