Filed December 20, 2006 (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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE BANK AND TRUST COMPANY Service code 24 401 CLINTON ST · DEFIANCE, OH 43512 | Discretionary Trustee | $78,682 |
FINDLEY1 year Filed as: FINDLEY, INC. Service code 13 · EIN 34-1213174 | Contract Administrator | $2,749 |
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 | $66,760 | $79,523-16.1% | $140,016-52.3% | $56,287+18.6% |
| Participation rate | 85.9% | 85.7%+0.2pp | 87.5%-1.6pp | 69.9%+16.0pp |
| Annual return | -5.02% | 2.39%-7.4pp | 651.12%-656.1pp | -9.96%+4.9pp |
| Employer contribution / active EE | $2,071 | $3,350-38.2% | $5,606-63.0% | $2,111-1.9% |
| Participant deferral / active EE | $4,352 | $5,129-15.1% | $6,927-37.2% | $3,350+29.9% |
| Admin fee / account holder | $248 | $614-59.6% | $10,705-97.7% | $521-52.3% |