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 | $22,421 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 18 · EIN 26-2237421 900 SEVENTH ST NW STE 900 · WASHINGTON, DC 20001 | Investment management fees paid indir... | $15,825 |
DGPERRY, PLLC2 years Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DR · CANFIELD, OH 44406 | Accounting | $14,116 |
ANDCO CONSULTING8 years Filed as: ANDCO CONSULTING LLC Service code 27 · EIN 59-3676225 531 WEST MORSE BLVD · WINTER PARK, FL 32789 | Advisory (Plan) | $9,872 |
BENESYS, INC.5 years Filed as: BENESYS INC Service code 14 · EIN 38-2383171 3660 STUTZ DRIVE · CANFIELD, OH 44406 | Plan Administrator | $9,148 |
MACALA & PIATT, LLC1 year Filed as: MACALA & PIATT LLC Service code 29 · EIN 34-1933033 601 SOUTH MAIN STREET · NORTH CANTON, OH 44720 | Legal | $8,847 |
LIBERTY GROUP LLC2 years Filed as: LIBERTY INSURANCE AGENCY Service code 22 1910 COCHRAN DR · PITTSBURGH, PA 15220 | Insurance Broker | $7,696 |
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 | $44,141 | $80,724-45.3% | $103,333-57.3% | $74,495-40.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 12.82% | 27.56%-14.7pp | 24.88%-12.1pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $5,434 | $3,157+72.1% | $3,868+40.5% | $2,623+107.2% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $256 | $2,368-89.2% | $8,355-96.9% | $1,942-86.8% |