Filed February 20, 2015
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.2+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $21,882 |
TANKER CONSULTING GROUP2+ years Service code 27 201 EAST MAIN STREET · MAPLE SHADE, NJ 08052 | Advisory (Plan) | $11,844 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 | Advisory (Participants) | $360 |
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 | $36,276 | $43,423-16.5% | $78,689-53.9% | $55,167-34.2% |
| Participation rate | 84.3% | 68.0%+16.3pp | 73.6%+10.7pp | 69.0%+15.3pp |
| Annual return | 8.20% | 11.53%-3.3pp | 62.18%-54.0pp | 169.23%-161.0pp |
| Employer contribution / active EE | $1,491 | $1,997-25.3% | $2,851-47.7% | $1,963-24.0% |
| Participant deferral / active EE | $2,502 | $2,509-0.3% | $3,517-28.9% | $3,054-18.1% |
| Admin fee / account holder | $266 | $416-36.0% | $4,510-94.1% | $504-47.2% |