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.3+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $23,551 |
TANKER CONSULTING GROUP3+ years Service code 27 201 EAST MAIN STREET · MAPLE SHADE, NJ 08052 | Advisory (Plan) | $13,802 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 | Advisory (Participants) | $357 |
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 | $36,682 | $50,637-27.6% | $86,590-57.6% | $62,292-41.1% |
| Participation rate | 91.7% | 67.9%+23.8pp | 73.5%+18.1pp | 69.5%+22.2pp |
| Annual return | 13.16% | 20.80%-7.6pp | 964.84%-951.7pp | 28.90%-15.7pp |
| Employer contribution / active EE | $1,410 | $2,075-32.1% | $2,839-50.4% | $2,042-31.0% |
| Participant deferral / active EE | $2,295 | $2,611-12.1% | $3,609-36.4% | $3,169-27.6% |
| Admin fee / account holder | $253 | $413-38.8% | $4,906-94.8% | $479-47.2% |