Filed May 9, 2008
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 |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.1+ years Service code 24 · EIN 61-1256314 | Discretionary Trustee | $12,329 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 | Advisory (Participants) | $2,537 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,610 | $46,360+9.2% | $147,614-65.7% | $52,331-3.3% |
| Participation rate | 58.4% | 64.9%-6.5pp | 84.6%-26.2pp | 68.1%-9.7pp |
| Annual return | 0.10% | 1.62%-1.5pp | 61.98%-61.9pp | 4.54%-4.4pp |
| Employer contribution / active EE | $657 | $2,126-69.1% | $5,564-88.2% | $1,882-65.1% |
| Participant deferral / active EE | $2,419 | $2,258+7.2% | $4,895-50.6% | $3,022-19.9% |
| Admin fee / account holder | $127 | $766-83.4% | $11,611-98.9% | $592-78.5% |