Filed September 14, 2006
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 |
|---|---|---|
Service code 64 · EIN 26-4616613 67 S WALNUT ST · MANSFIELD, OH 44902 | Recordkeeping Fees | $15,920 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-2237421 900 SEVENTH ST NW STE 900 · WASHINGTON, DC 20001 | Investment Management | $11,445 |
MOSIER & ASSOCIATES CPAS INC5+ years Service code 10 · EIN 47-1912410 180 E SPRING VALLEY PK B · CENTERVILLE, OH 45458 | Accounting | $10,073 |
BENESYS, INC.1 year Filed as: BENESYS INC Service code 14 · EIN 38-2383171 33 FITCH BLVD · AUSTINTOWN, OH 44515 | Plan Administrator | $8,950 |
ANDCO CONSULTING4 years Filed as: ANDCO CONSULTING LLC Service code 28 · EIN 59-3676225 4901 VINELAND RD STE 600 · ORLANDO, FL 32811 | Investment Management | $7,500 |
MACALA & PIATT, LLC5+ years Service code 29 · EIN 34-1933033 601 S MAIN ST · NORTH CANTON, OH 44720 | Legal | $7,308 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,862 | $91,517-40.1% | $101,248-45.8% | $73,409-25.3% |
| Participation rate | 20.8% | 73.8%-53.0pp | 75.8%-55.0pp | 72.2%-51.4pp |
| Annual return | 6.79% | 17.17%-10.4pp | 46.47%-39.7pp | 59.29%-52.5pp |
| Employer contribution / active EE | $1,997 | $2,877-30.6% | $3,660-45.4% | $2,234-10.6% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $370 | $216+71.5% | $5,945-93.8% | $158+134.4% |