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 ADVISORS6+ years Filed as: STATE BANK AND TRUST COMPANY Service code 24 401 CLINTON ST · DEFIANCE, OH 43512 | Discretionary Trustee | $92,353 |
FINDLEY3 years Filed as: FINDLEY, INC. Service code 13 · EIN 34-1213174 | Contract Administrator | $1,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,981 | $136,307-31.8% | $177,821-47.7% | $73,488+26.5% |
| Participation rate | 89.7% | 86.1%+3.6pp | 87.7%+1.9pp | 70.7%+19.0pp |
| Annual return | 15.97% | 18.68%-2.7pp | 48.32%-32.3pp | 28.51%-12.5pp |
| Employer contribution / active EE | $2,913 | $3,712-21.5% | $5,918-50.8% | $2,270+28.3% |
| Participant deferral / active EE | $5,571 | $5,829-4.4% | $7,714-27.8% | $3,740+49.0% |
| Admin fee / account holder | $270 | $596-54.7% | $12,427-97.8% | $513-47.4% |