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, LTD10+ years Filed as: OXFORD FINANCIAL GROUP LTD Service code 27 · EIN 35-1588335 | Advisory (Plan) | $33,428 |
RSM US LLP7 years Service code 10 · EIN 42-0714325 | Accounting | $16,800 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $15,010 |
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 | $118,293 | $79,013+49.7% | $100,391+17.8% | $74,495+58.8% |
| Participation rate | 63.8% | 79.5%-15.7pp | 81.5%-17.7pp | 67.2%-3.4pp |
| Annual return | 15.00% | 20.41%-5.4pp | 49.20%-34.2pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $1,440 | $3,021-52.3% | $3,942-63.5% | $2,623-45.1% |
| Participant deferral / active EE | $4,952 | $7,760-36.2% | $8,082-38.7% | $4,346+13.9% |
| Admin fee / account holder | $572 | $1,320-56.6% | $7,899-92.8% | $1,942-70.5% |