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 ADVISORS8+ years Filed as: STATE BANK AND TRUST COMPANY Service code 24 401 CLINTON ST · DEFIANCE, OH 43512 | Discretionary Trustee | $84,732 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP, INC. Service code 13 · EIN 06-1053228 | Contract Administrator | $2,365 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,852 | $102,553-20.2% | $151,611-46.0% | $66,914+22.3% |
| Participation rate | 97.4% | 85.5%+11.9pp | 87.5%+9.9pp | 69.8%+27.6pp |
| Annual return | -16.15% | -10.82%-5.3pp | 3.33%-19.5pp | 1.58%-17.7pp |
| Employer contribution / active EE | $2,892 | $4,180-30.8% | $6,166-53.1% | $2,544+13.7% |
| Participant deferral / active EE | $5,792 | $6,641-12.8% | $8,363-30.7% | $4,237+36.7% |
| Admin fee / account holder | $226 | $630-64.1% | $11,616-98.1% | $593-61.9% |