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 INC5 years Filed as: TRIAD ADVISORS, INC. Service code 22 · EIN 65-0824483 | Insurance Broker | $76,660 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $13,294 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 15 · EIN 39-1915811 5525 GREEN BAY ROAD, STE 200 · KENOSHA, WI 53144 | Recordkeeping | $7,024 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $1,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,624 | $104,317-19.8% | $159,436-47.5% | $86,799-3.7% |
| Participation rate | 97.6% | 77.7%+19.9pp | 82.8%+14.7pp | 72.3%+25.3pp |
| Annual return | 26.93% | 26.32%+0.6pp | 263.57%-236.6pp | 97.91%-71.0pp |
| Employer contribution / active EE | $2,275 | $3,451-34.1% | $4,829-52.9% | $2,405-5.4% |
| Participant deferral / active EE | $7,804 | $6,837+14.1% | $7,352+6.1% | $4,131+88.9% |
| Admin fee / account holder | $0 | $172-100.0% | $10,799-100.0% | $170-100.0% |