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.8+ years Service code 24 · EIN 61-1256314 | Discretionary Trustee | $23,772 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 | Advisory (Participants) | $877 |
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 | $44,638 | $73,867-39.6% | $143,757-68.9% | $68,494-34.8% |
| Participation rate | 73.5% | 66.7%+6.8pp | 80.3%-6.8pp | 67.9%+5.6pp |
| Annual return | -11.90% | 1.01%-12.9pp | -0.04%-11.9pp | -7.84%-4.1pp |
| Employer contribution / active EE | $707 | $3,184-77.8% | $4,951-85.7% | $2,596-72.8% |
| Participant deferral / active EE | $3,202 | $3,384-5.4% | $5,637-43.2% | $4,027-20.5% |
| Admin fee / account holder | $174 | $5,755-97.0% | $14,673-98.8% | $5,403-96.8% |