Filed June 18, 2007
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 |
|---|---|---|
FIRST FIDUCIARY4+ years Service code 28 · EIN 34-1377953 | Investment Management | $441,136 |
Filed as: NATIONAL ASSOCIATES Service code 15 · EIN 34-0677453 | Recordkeeping | $134,915 |
Filed as: UBS Service code 26 · EIN 13-2638166 | Advisory (Participants) | $130,992 |
MEADEN & MOORE, LTD.1 year Filed as: MEADEN MOORE Service code 10 · EIN 34-1818258 | Accounting | $7,500 |
Participant contribution per participant 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 | $97,741 | $77,559+26.0% | $68,793+42.1% | $75,289+29.8% |
| Participation rate | 99.6% | 78.3%+21.3pp | 72.2%+27.3pp | 72.4%+27.2pp |
| Annual return | 9.25% | -1.01%+10.3pp | -4.63%+13.9pp | -0.04%+9.3pp |
| Employer contribution / active EE | $2,432 | $1,993+22.0% | $2,625-7.4% | $2,405+1.1% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $3,311-100.0% | $3,739-100.0% |
| Admin fee / account holder | $207 | $90+129.4% | $5,131-96.0% | $102+102.7% |