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 COMPANY4+ years Service code 12 · EIN 47-0321480 | Participant loan processing; Recordke... | $325,113 |
MATRIX CLEARANCE AND SETTLEMENT4+ years Service code 33 · EIN 13-4046432 | Securities brokerage; Sub-transfer ag... | $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 | $68,812 | $45,382+51.6% | $154,107-55.3% | $75,289-8.6% |
| Participation rate | 94.5% | 65.9%+28.6pp | 83.0%+11.4pp | 72.4%+22.0pp |
| Annual return | -5.30% | -0.47%-4.8pp | 735.12%-740.4pp | -0.04%-5.3pp |
| Employer contribution / active EE | $3,114 | $1,533+103.2% | $5,298-41.2% | $2,405+29.5% |
| Participant deferral / active EE | $3,443 | $2,384+44.4% | $5,081-32.2% | $3,739-7.9% |
| Admin fee / account holder | $53 | $89-40.1% | $13,411-99.6% | $102-47.7% |