Filed June 10, 2005
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+ years Filed as: THOMPSON, GREENSPON & CO Service code 10 · EIN 54-1029635 | Accounting | $7,244 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,500 |
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 | $137,211 | $72,177+90.1% | $115,037+19.3% | $59,632+130.1% |
| Participation rate | 78.3% | 72.6%+5.7pp | 81.4%-3.1pp | 68.7%+9.6pp |
| Annual return | 0.74% | 12.02%-11.3pp | 26.14%-25.4pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $2,527 | $2,841-11.1% | $4,608-45.2% | $2,203+14.7% |
| Participant deferral / active EE | $7,110 | $4,783+48.6% | $6,026+18.0% | $3,192+122.8% |
| Admin fee / account holder | $7 | $4,927-99.9% | $8,175-99.9% | $4,297-99.8% |