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.6+ years Service code 24 · EIN 61-1256314 | Discretionary Trustee | $19,951 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 | Advisory (Participants) | $1,061 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,373 | $58,879+0.8% | $178,490-66.7% | $73,488-19.2% |
| Participation rate | 57.5% | 66.2%-8.7pp | 81.9%-24.4pp | 70.7%-13.2pp |
| Annual return | 10.64% | 24.86%-14.2pp | 151.07%-140.4pp | 28.51%-17.9pp |
| Employer contribution / active EE | $639 | $2,236-71.4% | $5,011-87.2% | $2,270-71.8% |
| Participant deferral / active EE | $2,493 | $2,567-2.9% | $5,202-52.1% | $3,740-33.3% |
| Admin fee / account holder | $170 | $400-57.5% | $13,984-98.8% | $513-66.9% |