Filed July 20, 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 9-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 |
|---|---|---|
TRIAD ADVISORS INC3 years Filed as: TRIAD ADVISORS, INC. Service code 22 · EIN 65-0824483 | Insurance Broker | $49,646 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $8,527 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 15 · EIN 39-1915811 5525 GREEN BAY ROAD, STE 200 · KENOSHA, WI 53144 | Recordkeeping | $5,851 |
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 | $69,085 | $88,122-21.6% | $141,162-51.1% | $67,579+2.2% |
| Participation rate | 97.6% | 76.5%+21.2pp | 82.5%+15.2pp | 71.3%+26.4pp |
| Annual return | 4.99% | 75.40%-70.4pp | 71.39%-66.4pp | 378.56%-373.6pp |
| Employer contribution / active EE | $2,058 | $3,224-36.2% | $4,735-56.5% | $2,148-4.2% |
| Participant deferral / active EE | $7,266 | $5,958+22.0% | $6,709+8.3% | $3,539+105.3% |
| Admin fee / account holder | $0 | $131-100.0% | $10,261-100.0% | $142-100.0% |