Filed January 27, 1993
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 |
|---|---|---|
OXFORD FINANCIAL GROUP, LTD4+ years Filed as: OXFORD FINANCIAL GROUP LTD Service code 27 · EIN 35-1588335 | Advisory (Plan) | $21,774 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $15,675 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $15,170 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $63,259 | $61,214+3.3% | $83,333-24.1% | $56,287+12.4% |
| Participation rate | 67.4% | 72.6%-5.1pp | 77.8%-10.3pp | 69.9%-2.4pp |
| Annual return | -5.67% | 0.42%-6.1pp | 10.63%-16.3pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,239 | $1,925-35.6% | $3,379-63.3% | $2,111-41.3% |
| Participant deferral / active EE | $3,552 | $5,091-30.2% | $5,565-36.2% | $3,350+6.0% |
| Admin fee / account holder | $384 | $512-24.9% | $7,510-94.9% | $521-26.3% |