Filed August 31, 2005 (most recent of 2 filings on file)
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 26 ONE SEAGATE STE 2050 · TOLEDO, OH 45263 | Advisory (Participants) | $33,369 |
WILLIAM VAUGHAN COMPANY1 year Service code 10 145 CHESTERFIELD LANE · MAUMEE, OH 435372209 | Accounting | $10,885 |
FINDLEY1 year Filed as: FINDLEY DAVIES INC Service code 13 ONE SEAGATE STE 2050 · TOLEDO, OH 43604 | Contract Administrator | $1,821 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $83,230 | $55,449+50.1% | $83,848-0.7% | $56,287+47.9% |
| Participation rate | 66.0% | 68.0%-2.0pp | 76.1%-10.2pp | 69.9%-3.9pp |
| Annual return | -5.43% | -1.38%-4.1pp | 850.88%-856.3pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,589 | $2,430-34.6% | $3,631-56.2% | $2,111-24.7% |
| Participant deferral / active EE | $3,674 | $2,935+25.2% | $4,082-10.0% | $3,350+9.7% |
| Admin fee / account holder | $250 | $656-61.8% | $5,478-95.4% | $521-51.9% |