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 | $21,564 |
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... | $17,256 |
DGPERRY, PLLC1 year Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DR · CANFIELD, OH 44406 | Accounting | $16,929 |
BENESYS, INC.4 years Filed as: BENESYS INC Service code 14 · EIN 38-2383171 33 FITCH BLVD · AUSTINTOWN, OH 44515 | Plan Administrator | $11,175 |
ANDCO CONSULTING7 years Filed as: ANDCO CONSULTING LLC Service code 27 · EIN 59-3676225 4901 VINELAND RD STE 600 · ORLANDO, FL 32811 | Advisory (Plan) | $7,639 |
LIBERTY GROUP LLC1 year Filed as: LIBERTY INSURANCE AGENCY Service code 22 1910 COCHRAN DR · PITTSBURGH, PA 15220 | Insurance Broker | $7,222 |
Filed as: FIFTH THIRD Service code 19 · EIN 31-0854434 5050 KINGSLEY DRIVE · CINCINNATI, OH 45263 | Securities Custodian | $5,000 |
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 | $41,527 | $76,670-45.8% | $96,683-57.0% | $71,457-41.9% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 0.83% | 48.29%-47.5pp | 35.69%-34.9pp | 28.85%-28.0pp |
| Employer contribution / active EE | $4,950 | $3,031+63.3% | $3,737+32.5% | $2,588+91.3% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $284 | $2,028-86.0% | $6,730-95.8% | $1,587-82.1% |