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 ADVISORS5+ years Filed as: STATE BANK AND TRUST COMPANY Service code 24 401 CLINTON ST · DEFIANCE, OH 43512 | Discretionary Trustee | $83,564 |
FINDLEY2 years Filed as: FINDLEY, INC. Service code 13 · EIN 34-1213174 | Contract Administrator | $3,171 |
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 | $84,383 | $98,982-14.7% | $162,163-48.0% | $65,185+29.5% |
| Participation rate | 92.1% | 85.8%+6.4pp | 87.6%+4.6pp | 70.2%+21.9pp |
| Annual return | 26.23% | 24.84%+1.4pp | 115.59%-89.4pp | 29.38%-3.2pp |
| Employer contribution / active EE | $2,478 | $3,467-28.5% | $5,614-55.9% | $2,177+13.9% |
| Participant deferral / active EE | $4,810 | $5,384-10.7% | $7,298-34.1% | $3,514+36.9% |
| Admin fee / account holder | $263 | $596-55.9% | $10,843-97.6% | $847-69.0% |