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 |
|---|---|---|
I.B.E.W. 688 FRINGE BENEFIT FUNDS10+ years Service code 15 · EIN 26-4616613 67 S WALNUT ST · MANSFIELD, OH 44902 | Recordkeeping | $24,008 |
DGPERRY, PLLC3 years Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DR · CANFIELD, OH 44406 | Accounting | $14,490 |
NATIONAL REAL ESTATE ADVISORS, LLC10+ years 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... | $14,409 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 · EIN 80-0861455 225 WEST WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Plan) | $10,795 |
LIBERTY GROUP LLC3 years Filed as: LIBERTY INSURANCE AGENCY Service code 22 1910 COCHRAN DR · PITTSBURGH, PA 15220 | Insurance Broker | $10,736 |
BENESYS, INC.6 years Filed as: BENESYS INC Service code 14 · EIN 38-2383171 3660 STUTZ DRIVE · CANFIELD, OH 44406 | Plan Administrator | $10,603 |
MACALA & PIATT, LLC2 years Filed as: MACALA & PIATT LLC Service code 29 · EIN 34-1933033 601 SOUTH MAIN STREET · NORTH CANTON, OH 44720 | Legal | $6,212 |
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 | $50,440 | $86,944-42.0% | $107,525-53.1% | $74,304-32.1% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 9.50% | 23.52%-14.0pp | 181.32%-171.8pp | 29.43%-19.9pp |
| Employer contribution / active EE | $5,547 | $2,757+101.2% | $3,754+47.8% | $2,241+147.5% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $275 | $3,727-92.6% | $8,919-96.9% | $2,969-90.7% |