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 ADVISORS10+ years Filed as: STATE BANK AND TRUST COMPANY Service code 24 401 CLINTON ST · DEFIANCE, OH 43512 | Discretionary Trustee | $89,742 |
USI CONSULTING GROUP3 years Filed as: USI CONSULTING GROUP, INC. Service code 13 · EIN 06-1053228 | Contract Administrator | $2,015 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,058 | $122,239-10.8% | $184,203-40.8% | $74,495+46.4% |
| Participation rate | 94.3% | 85.5%+8.8pp | 86.8%+7.5pp | 67.2%+27.1pp |
| Annual return | 13.72% | 19.95%-6.2pp | 28.81%-15.1pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $2,874 | $4,537-36.7% | $6,427-55.3% | $2,623+9.6% |
| Participant deferral / active EE | $5,855 | $7,139-18.0% | $9,131-35.9% | $4,346+34.7% |
| Admin fee / account holder | $270 | $1,260-78.6% | $13,901-98.1% | $1,942-86.1% |