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.5+ years Service code 24 · EIN 61-1256314 | Discretionary Trustee | $19,483 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 | Advisory (Participants) | $1,044 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,456 | $52,953+10.4% | $172,739-66.2% | $65,185-10.3% |
| Participation rate | 56.9% | 66.2%-9.3pp | 82.6%-25.7pp | 70.2%-13.3pp |
| Annual return | 13.79% | 30.12%-16.3pp | 802.84%-789.1pp | 29.38%-15.6pp |
| Employer contribution / active EE | $620 | $2,190-71.7% | $5,143-87.9% | $2,177-71.5% |
| Participant deferral / active EE | $2,831 | $2,471+14.6% | $5,198-45.5% | $3,514-19.4% |
| Admin fee / account holder | $187 | $472-60.5% | $13,954-98.7% | $847-78.0% |