Filed May 8, 2009
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 |
|---|---|---|
WINTRUST INVESTMENTS LLC1 year Filed as: WAYNE HOSPITAL COMPANY Service code 99 · EIN 13-2624428 DBA WAYNE HEALTHCARE · GREENVILLE, OH 45331 | Other Fees | $7,381 |
JPMORGAN INVEST HOLDINGS LLC2+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $615 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,962 | $46,173-15.6% | $170,442-77.1% | $69,631-44.0% |
| Participation rate | 86.2% | 63.9%+22.3pp | 83.6%+2.6pp | 70.7%+15.5pp |
| Annual return | 15.57% | 21.62%-6.1pp | 205.93%-190.4pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $1,632 | $1,610+1.4% | $5,433-70.0% | $2,032-19.7% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $24 | $116-79.3% | $13,880-99.8% | $110-78.3% |