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, LTD9+ years Filed as: OXFORD FINANCIAL GROUP LTD Service code 27 · EIN 35-1588335 | Advisory (Plan) | $27,951 |
RSM US LLP6 years Service code 10 · EIN 42-0714325 | Accounting | $15,275 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $11,739 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,800 | $69,477+40.8% | $94,646+3.3% | $71,457+36.9% |
| Participation rate | 64.4% | 78.4%-14.0pp | 80.8%-16.4pp | 67.9%-3.5pp |
| Annual return | 22.21% | 29.66%-7.5pp | 156.71%-134.5pp | 28.85%-6.6pp |
| Employer contribution / active EE | $1,398 | $2,853-51.0% | $3,672-61.9% | $2,588-46.0% |
| Participant deferral / active EE | $4,448 | $7,345-39.4% | $7,418-40.0% | $4,289+3.7% |
| Admin fee / account holder | $470 | $1,210-61.2% | $7,231-93.5% | $1,587-70.4% |