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.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: FINDLEY, A DIVISION OF USI Service code 11 · EIN 06-1053228 | Actuarial | $30,120 |
CLEARSTEAD ADVISORS, LLC2 years Filed as: CLEARSTEAD ADVISORS LLC Service code 16 · EIN 34-1597728 | Consulting | $18,790 |
Filed as: PICKETT, CHANEY & MCMULLEN Service code 10 · EIN 48-1246310 | Accounting | $7,550 |
THOMPSON HINE2 years Filed as: THOMPSON HINE LLC Service code 29 · EIN 34-0575300 | Legal | $6,505 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,889,152-100.0% | $477,209-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 10.2%-10.2pp | 13.5%-13.5pp |
| Annual return | 9.67% | 9.93%-0.3pp | -2.84%+12.5pp | 9.29%+0.4pp |
| Employer contribution / active EE | $26,993 | $11,565+133.4% | $33,329-19.0% | $15,168+78.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $51-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $2,475-100.0% | $2,037-100.0% |