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 |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.3+ years Service code 13 · EIN 61-1256314 2353 ALEXANDRIA DRIVE, SUITE 100 · LEXINGTON, KY 40504 | Contract Administrator | $54,768 |
APFS WEALTH MANAGEMENT3+ years Service code 27 350 LINDEN OAKS, SUITE 140 · ROCHESTER, NY 14625 | Advisory (Plan) | $44,228 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,323 | $71,666-70.2% | $117,854-81.9% | $69,631-69.4% |
| Participation rate | 82.9% | 77.5%+5.4pp | 79.7%+3.3pp | 70.7%+12.2pp |
| Annual return | 15.47% | 18.86%-3.4pp | 335.08%-319.6pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $261 | $1,889-86.2% | $3,786-93.1% | $2,032-87.1% |
| Participant deferral / active EE | $2,844 | $3,340-14.8% | $4,482-36.5% | $3,224-11.8% |
| Admin fee / account holder | $139 | $120+15.2% | $8,020-98.3% | $110+25.5% |