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.9+ years Service code 24 · EIN 61-1256314 | Discretionary Trustee | $24,211 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 | Advisory (Participants) | $895 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,128 | $61,272-37.8% | $149,673-74.5% | $71,457-46.6% |
| Participation rate | 75.0% | 62.5%+12.5pp | 78.8%-3.8pp | 67.9%+7.1pp |
| Annual return | 11.16% | 35.85%-24.7pp | 134.42%-123.3pp | 28.85%-17.7pp |
| Employer contribution / active EE | $764 | $2,378-67.9% | $4,818-84.2% | $2,588-70.5% |
| Participant deferral / active EE | $3,071 | $2,917+5.3% | $5,680-45.9% | $4,289-28.4% |
| Admin fee / account holder | $167 | $1,261-86.7% | $13,210-98.7% | $1,587-89.5% |