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 INC4 years Filed as: TRIAD ADVISORS, INC. Service code 22 · EIN 65-0824483 | Insurance Broker | $53,551 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $9,864 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 15 · EIN 39-1915811 5525 GREEN BAY ROAD, STE 200 · KENOSHA, WI 53144 | Recordkeeping | $7,099 |
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 | $73,028 | $100,801-27.6% | $149,696-51.2% | $73,409-0.5% |
| Participation rate | 99.3% | 77.7%+21.6pp | 82.5%+16.8pp | 72.2%+27.1pp |
| Annual return | 11.71% | 265.34%-253.6pp | 276.60%-264.9pp | 59.29%-47.6pp |
| Employer contribution / active EE | $2,219 | $3,312-33.0% | $4,644-52.2% | $2,234-0.7% |
| Participant deferral / active EE | $7,402 | $6,404+15.6% | $6,842+8.2% | $3,805+94.5% |
| Admin fee / account holder | $0 | $181-100.0% | $9,309-100.0% | $158-100.0% |