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 INC8 years Filed as: TRIAD ADVISORS, INC. Service code 22 · EIN 65-0824483 | Insurance Broker | $23,529 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH INC. Service code 22 · EIN 93-0987232 | Insurance Broker | $13,612 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $13,193 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 15 · EIN 39-1915811 5117 GREEN BAY ROAD, STE B · KENOSHA, WI 53144 | Recordkeeping | $12,228 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $6,387 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,255 | $101,317-17.8% | $146,958-43.3% | $74,495+11.8% |
| Participation rate | 99.5% | 75.5%+23.9pp | 82.2%+17.3pp | 67.2%+32.3pp |
| Annual return | 12.80% | 8730.91%-8718.1pp | 418.34%-405.5pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $1,430 | $3,810-62.5% | $4,933-71.0% | $2,623-45.5% |
| Participant deferral / active EE | $5,751 | $7,303-21.3% | $8,070-28.7% | $4,346+32.3% |
| Admin fee / account holder | $0 | $1,739-100.0% | $12,998-100.0% | $1,942-100.0% |