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 ADVISORS7+ years Filed as: STATE BANK AND TRUST COMPANY Service code 24 401 CLINTON ST · DEFIANCE, OH 43512 | Discretionary Trustee | $114,368 |
FINDLEY4 years Filed as: FINDLEY, INC. Service code 13 · EIN 34-1213174 | Contract Administrator | $2,264 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,677 | $121,341-11.3% | $189,513-43.2% | $79,386+35.6% |
| Participation rate | 95.9% | 86.1%+9.8pp | 87.8%+8.1pp | 70.7%+25.2pp |
| Annual return | 17.33% | 21.08%-3.8pp | 555.15%-537.8pp | 116.85%-99.5pp |
| Employer contribution / active EE | $3,179 | $3,915-18.8% | $6,162-48.4% | $2,427+30.9% |
| Participant deferral / active EE | $6,506 | $6,395+1.7% | $8,221-20.9% | $4,046+60.8% |
| Admin fee / account holder | $329 | $651-49.4% | $12,045-97.3% | $626-47.4% |