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.7+ years Service code 24 · EIN 61-1256314 | Discretionary Trustee | $23,409 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 | Advisory (Participants) | $1,010 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,351 | $61,156+0.3% | $185,823-67.0% | $79,386-22.7% |
| Participation rate | 66.1% | 66.6%-0.5pp | 81.7%-15.6pp | 70.7%-4.6pp |
| Annual return | 11.79% | 19.45%-7.7pp | 122.05%-110.3pp | 116.85%-105.1pp |
| Employer contribution / active EE | $686 | $2,321-70.4% | $5,167-86.7% | $2,427-71.7% |
| Participant deferral / active EE | $2,816 | $2,789+1.0% | $5,568-49.4% | $4,046-30.4% |
| Admin fee / account holder | $202 | $710-71.6% | $16,237-98.8% | $626-67.8% |