Filed July 12, 2000 (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 8-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 |
|---|---|---|
AON CONSULTING3 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $190,699 |
Filed as: FIFTH THIRD BANK Service code 21 · EIN 31-1051736 | Bank Trustee | $22,687 |
BLANKENSHIP CPA GROUP, PLLC6+ years Filed as: BLANKENSHIP CPA GROUP PLLC Service code 10 · EIN 45-0491842 | Accounting | $10,200 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $161,673-100.0% | $161,673-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 62.5%-62.5pp | 41.7%-41.7pp | 43.0%-43.0pp |
| Annual return | -0.67% | 9.27%-9.9pp | 9.65%-10.3pp | 259.13%-259.8pp |
| Employer contribution / active EE | $0 | $32,307-100.0% | $27,458-100.0% | $41,469-100.0% |
| Participant deferral / active EE | $0 | $35-100.0% | $33-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $23,561-100.0% | $23,561-100.0% | $21,546-100.0% |