Filed August 9, 2005
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $609,404 |
THOMPSON HINE1+ years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $211,772 |
CALLAN LLC1+ years Filed as: CALLAN ASSOCIATES, INC. Service code 16 · EIN 94-2192581 | Consulting | $189,319 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $22,525 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $118,417 | $79,558+48.8% | $115,037+2.9% | $67,505+75.4% |
| Participation rate | 86.7% | 74.3%+12.4pp | 81.4%+5.4pp | 71.2%+15.5pp |
| Annual return | 2.13% | 4.65%-2.5pp | 26.14%-24.0pp | 6.52%-4.4pp |
| Employer contribution / active EE | $4,542 | $2,529+79.6% | $4,608-1.4% | $2,173+109.0% |
| Participant deferral / active EE | $12,688 | $5,510+130.3% | $6,026+110.5% | $3,597+252.8% |
| Admin fee / account holder | $121 | $60+101.7% | $8,175-98.5% | $56+114.8% |