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 ADVISORS9+ years Filed as: STATE BANK AND TRUST COMPANY Service code 24 401 CLINTON ST · DEFIANCE, OH 43512 | Discretionary Trustee | $82,497 |
USI CONSULTING GROUP2 years Filed as: USI CONSULTING GROUP, INC. Service code 13 · EIN 06-1053228 | Contract Administrator | $4,072 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,707 | $130,194-26.5% | $169,993-43.7% | $71,457+33.9% |
| Participation rate | 95.1% | 86.1%+8.9pp | 87.0%+8.1pp | 67.9%+27.2pp |
| Annual return | 14.29% | 20.37%-6.1pp | 53.37%-39.1pp | 28.85%-14.6pp |
| Employer contribution / active EE | $2,784 | $4,381-36.5% | $6,785-59.0% | $2,588+7.6% |
| Participant deferral / active EE | $5,731 | $6,923-17.2% | $10,408-44.9% | $4,289+33.6% |
| Admin fee / account holder | $256 | $966-73.5% | $12,815-98.0% | $1,587-83.9% |