Filed December 28, 1994
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 |
|---|---|---|
APFS WEALTH MANAGEMENT1+ years Service code 27 350 LINDEN OAKS, SUITE 140 · ROCHESTER, NY 14625 | Advisory (Plan) | $36,577 |
UNIFIED TRUST COMPANY, N.A.1+ years Service code 13 · EIN 61-1256314 2353 ALEXANDRIA DRIVE, SUITE 100 · LEXINGTON, KY 40504 | Contract Administrator | $19,010 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,797 | $57,096-68.8% | $94,224-81.1% | $55,191-67.8% |
| Participation rate | 74.1% | 75.7%-1.6pp | 78.8%-4.7pp | 69.2%+4.9pp |
| Annual return | 1.47% | 159.65%-158.2pp | 10.68%-9.2pp | 10.78%-9.3pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $3,587-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,617 | $3,165-17.3% | $4,320-39.4% | $3,046-14.1% |
| Admin fee / account holder | $95 | $89+6.7% | $6,269-98.5% | $91+4.9% |