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 COMPANY3+ years Service code 12 · EIN 47-0321480 | Recordkeeping and information managem... | $418,236 |
MATRIX CLEARANCE AND SETTLEMENT3+ 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 | $76,602 | $44,989+70.3% | $170,442-55.1% | $77,958-1.7% |
| Participation rate | 91.3% | 64.6%+26.7pp | 83.6%+7.7pp | 71.6%+19.7pp |
| Annual return | 19.43% | 19.61%-0.2pp | 205.93%-186.5pp | 20.87%-1.4pp |
| Employer contribution / active EE | $2,702 | $1,466+84.3% | $5,433-50.3% | $2,310+16.9% |
| Participant deferral / active EE | $3,070 | $2,208+39.1% | $4,939-37.9% | $3,537-13.2% |
| Admin fee / account holder | $74 | $69+7.0% | $13,880-99.5% | $97-24.2% |