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, LTD11+ years Filed as: OXFORD FINANCIAL GROUP LTD Service code 27 · EIN 35-1588335 | Advisory (Plan) | $41,399 |
RSM US LLP8 years Service code 10 · EIN 42-0714325 | Accounting | $19,404 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $11,477 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,058 | $88,634+51.2% | $101,326+32.3% | $74,304+80.4% |
| Participation rate | 71.2% | 76.9%-5.7pp | 81.5%-10.3pp | 60.3%+10.8pp |
| Annual return | 13.32% | 33.10%-19.8pp | 36.82%-23.5pp | 29.43%-16.1pp |
| Employer contribution / active EE | $1,870 | $2,930-36.2% | $3,665-49.0% | $2,241-16.6% |
| Participant deferral / active EE | $6,002 | $7,322-18.0% | $7,994-24.9% | $3,767+59.3% |
| Admin fee / account holder | $623 | $2,425-74.3% | $11,185-94.4% | $2,969-79.0% |