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 |
|---|---|---|
ERNST & YOUNG LLP4 years Filed as: ERNST AND YOUNG Service code 10 · EIN 34-6565596 | Accounting | $27,500 |
MCCREADY & KEENE INC.4 years Filed as: MCCREADY AND KEENE Service code 11 ONEAMERICA SQUARE · INDIANAPOLIS, IN 46206 | Actuarial | $24,684 |
FIFTH THIRD BANK RETIREMENT SERVICE10+ years Service code 21 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 452023102 | Bank Trustee | $17,700 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $342,274-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 2.1%-2.1pp |
| Annual return | 10.62% | 8.01%+2.6pp | 8.34%+2.3pp | 7.65%+3.0pp |
| Employer contribution / active EE | $0 | $20,177-100.0% | $30,799-100.0% | $20,599-100.0% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $252-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $47,069-100.0% | $193-100.0% |