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 COMPANY2+ years Service code 12 · EIN 47-0321480 | Claims processing; Investment managem... | $416,686 |
MATRIX CLEARANCE AND SETTLEMENT2+ 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 | $69,774 | $37,213+87.5% | $156,549-55.4% | $63,975+9.1% |
| Participation rate | 90.4% | 65.0%+25.5pp | 84.0%+6.4pp | 71.1%+19.3pp |
| Annual return | 8.49% | 47.89%-39.4pp | 32.23%-23.7pp | 48.65%-40.2pp |
| Employer contribution / active EE | $2,884 | $1,357+112.6% | $5,501-47.6% | $2,182+32.2% |
| Participant deferral / active EE | $2,893 | $2,070+39.7% | $4,871-40.6% | $3,356-13.8% |
| Admin fee / account holder | $82 | $56+45.0% | $13,027-99.4% | $70+15.9% |