Filed December 14, 2015
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 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $9,783 |
QUAST, JANKE AND COMPANY P.C.1+ years Filed as: QUAST, JANKE AND COMPANY, P.C. Service code 10 1010 N JOHNSON · BAY CITY, MI 48708 | Accounting | $3,081 |
SAGINAW PENSION SERVICES, INC.1+ years Filed as: SAGINAW UNDERWRITERS INC Service code 99 1258 S WASHINGTON AVE · SAGINAW, MI 48601 | Other Fees | $206 |
Annual investment return 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 | $19,101 | $46,360-58.8% | $147,614-87.1% | $52,331-63.5% |
| Participation rate | 87.7% | 64.9%+22.8pp | 84.6%+3.1pp | 68.1%+19.6pp |
| Annual return | -2.28% | 1.62%-3.9pp | 61.98%-64.3pp | 4.54%-6.8pp |
| Employer contribution / active EE | $2,400 | $2,126+12.9% | $5,564-56.9% | $1,882+27.5% |
| Participant deferral / active EE | $2,151 | $2,258-4.7% | $4,895-56.1% | $3,022-28.8% |
| Admin fee / account holder | $65 | $766-91.6% | $11,611-99.4% | $592-89.1% |