Filed August 1, 2006
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 |
|---|---|---|
ALIGHT SOLUTIONS LLC9 years Service code 15 · EIN 82-1061233 | Recordkeeping | $3,058,628 |
FIFTH THIRD BANK RETIREMENT SERVICE11+ years Filed as: FIFTH THIRD BANK RETIREMENT SRVCS Service code 21 · EIN 31-1051736 | Bank Trustee | $276,349 |
NEPC, LLC1 year Filed as: NEPC LLC Service code 16 · EIN 26-1429809 | Consulting | $139,529 |
KEATING MUETHING & KLEKAMP PLL11+ years Filed as: KEATING, MUETHING, AND KLEKAMP PLL Service code 29 ONE EAST FOURTH ST · CINCINNATI, OH 45202 | Legal | $96,836 |
ERNST & YOUNG LLP11+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $44,000 |
MERCER4 years Service code 16 · EIN 13-2834414 | Consulting | $10,000 |
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 | $69,157 | $142,480-51.5% | $68,368+1.2% | $142,480-51.5% |
| Participation rate | 86.9% | 76.2%+10.7pp | 73.8%+13.2pp | 76.2%+10.7pp |
| Annual return | 10.70% | 16.32%-5.6pp | 292.57%-281.9pp | 16.32%-5.6pp |
| Employer contribution / active EE | $2,624 | $3,867-32.1% | $2,649-0.9% | $3,867-32.1% |
| Participant deferral / active EE | $3,570 | $6,807-47.6% | $4,123-13.4% | $6,807-47.6% |
| Admin fee / account holder | $57 | $307-81.6% | $5,150-98.9% | $307-81.6% |