Filed February 16, 2007 (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. $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 LLP Service code 16 · EIN 34-0575300 | Consulting | $21,602 |
FINANCIAL ENGINES10+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $18,238 |
FID INV INST OPS CO2 years Service code 15 · EIN 04-2647786 | Recordkeeping | $10,883 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $86,761 | $78,485+10.5% | $106,213-18.3% | $74,495+16.5% |
| Participation rate | 89.9% | 72.8%+17.0pp | 75.3%+14.6pp | 67.2%+22.7pp |
| Annual return | 11.21% | 15.95%-4.7pp | 116.14%-104.9pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $5,550 | $2,523+120.0% | $3,171+75.0% | $2,623+111.6% |
| Participant deferral / active EE | $5,342 | $4,322+23.6% | $5,016+6.5% | $4,346+22.9% |
| Admin fee / account holder | $262 | $2,232-88.3% | $11,033-97.6% | $1,942-86.5% |