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.4+ years Service code 24 · EIN 61-1256314 | Discretionary Trustee | $22,091 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 | Advisory (Participants) | $1,065 |
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 | $62,107 | $47,977+29.5% | $154,107-59.7% | $56,287+10.3% |
| Participation rate | 50.4% | 66.2%-15.8pp | 83.0%-32.6pp | 69.9%-19.5pp |
| Annual return | -2.72% | 3.54%-6.3pp | 735.12%-737.8pp | -9.96%+7.2pp |
| Employer contribution / active EE | $689 | $2,169-68.2% | $5,298-87.0% | $2,111-67.4% |
| Participant deferral / active EE | $2,764 | $2,392+15.6% | $5,081-45.6% | $3,350-17.5% |
| Admin fee / account holder | $212 | $438-51.5% | $13,411-98.4% | $521-59.2% |