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 COMPANY1+ years Service code 12 · EIN 47-0321480 | Participant communication; Investment... | $307,943 |
MATRIX CLEARANCE AND SETTLEMENT1+ years Service code 33 · EIN 13-4046432 | Sub-transfer agency fees; Securities ... | $0 |
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 | $68,943 | $37,039+86.1% | $147,614-53.3% | $59,188+16.5% |
| Participation rate | 88.9% | 63.8%+25.1pp | 84.6%+4.3pp | 69.4%+19.5pp |
| Annual return | 0.46% | 7.19%-6.7pp | 61.98%-61.5pp | 5.51%-5.1pp |
| Employer contribution / active EE | $2,861 | $1,353+111.5% | $5,564-48.6% | $2,098+36.4% |
| Participant deferral / active EE | $2,837 | $2,094+35.5% | $4,895-42.0% | $3,265-13.1% |
| Admin fee / account holder | $65 | $60+8.6% | $11,611-99.4% | $92-29.1% |