Filed October 15, 2002
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 |
|---|---|---|
UNION BANK & TRUST COMPANY10+ years Service code 12 · EIN 47-0321480 | Participant communication; Trustee (d... | $549,643 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $94,074 |
MATRIX CLEARANCE AND SETTLEMENT10+ years Service code 33 · EIN 13-4046432 | Securities brokerage; Sub-transfer ag... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,821 | $67,672+34.2% | $155,567-41.6% | $99,061-8.3% |
| Participation rate | 97.0% | 67.2%+29.8pp | 78.2%+18.8pp | 71.6%+25.4pp |
| Annual return | 16.69% | 16.16%+0.5pp | 64.74%-48.0pp | 17.66%-1.0pp |
| Employer contribution / active EE | $3,688 | $2,262+63.0% | $4,674-21.1% | $3,261+13.1% |
| Participant deferral / active EE | $5,869 | $3,827+53.3% | $5,628+4.3% | $5,331+10.1% |
| Admin fee / account holder | $63 | $94-32.7% | $15,916-99.6% | $109-42.1% |