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 ADVISORS11+ years Filed as: STATE BANK AND TRUST COMPANY Service code 24 401 CLINTON ST · DEFIANCE, OH 43512 | Discretionary Trustee | $93,152 |
USI CONSULTING GROUP4 years Filed as: USI CONSULTING GROUP, INC. Service code 13 · EIN 06-1053228 | Contract Administrator | $2,579 |
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 | $112,369 | $131,799-14.7% | $200,582-44.0% | $85,563+31.3% |
| Participation rate | 81.4% | 87.9%-6.6pp | 86.9%-5.5pp | 66.0%+15.4pp |
| Annual return | 13.13% | 21.59%-8.5pp | 42.33%-29.2pp | 31.51%-18.4pp |
| Employer contribution / active EE | $2,630 | $4,532-42.0% | $6,419-59.0% | $2,654-0.9% |
| Participant deferral / active EE | $5,299 | $7,702-31.2% | $9,331-43.2% | $4,375+21.1% |
| Admin fee / account holder | $285 | $235+21.2% | $16,305-98.3% | $834-65.8% |