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 15 · EIN 26-4616613 67 S WALNUT ST · MANSFIELD, OH 44902 | Recordkeeping | $17,114 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 18 · EIN 26-2237421 900 SEVENTH ST NW STE 900 · WASHINGTON, DC 20001 | Custodial (other than securities); In... | $13,333 |
BODINE PERRY1 year Filed as: BODINE PERRY, PLLC Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DR · CANFIELD, OH 44406 | Accounting | $12,230 |
BENESYS, INC.3 years Filed as: BENESYS INC Service code 14 · EIN 38-2383171 33 FITCH BLVD · AUSTINTOWN, OH 44515 | Plan Administrator | $9,240 |
ANDCO CONSULTING6 years Filed as: ANDCO CONSULTING LLC Service code 27 · EIN 59-3676225 4901 VINELAND RD STE 600 · ORLANDO, FL 32811 | Advisory (Plan) | $7,500 |
Filed as: FIFTH THIRD Service code 19 · EIN 31-0854434 5050 KINGSLEY DRIVE · CINCINNATI, OH 45263 | Securities Custodian | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,929 | $64,119-33.0% | $112,228-61.7% | $66,914-35.8% |
| Participation rate | 99.5% | 68.5%+31.0pp | 75.1%+24.4pp | 69.8%+29.7pp |
| Annual return | -4.30% | -13.81%+9.5pp | 27.45%-31.8pp | 1.58%-5.9pp |
| Employer contribution / active EE | $4,815 | $3,005+60.2% | $3,635+32.5% | $2,544+89.2% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $239 | $625-61.8% | $6,410-96.3% | $593-59.8% |