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 COMPANY6+ years Service code 12 · EIN 47-0321480 | Recordkeeping fees; Participant commu... | $353,228 |
MATRIX CLEARANCE AND SETTLEMENT6+ 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 | $90,043 | $63,259+42.3% | $178,490-49.6% | $93,223-3.4% |
| Participation rate | 95.4% | 72.1%+23.2pp | 81.9%+13.5pp | 74.9%+20.5pp |
| Annual return | 17.88% | 19.93%-2.0pp | 151.07%-133.2pp | 19.29%-1.4pp |
| Employer contribution / active EE | $3,219 | $1,865+72.7% | $5,011-35.7% | $2,680+20.1% |
| Participant deferral / active EE | $3,757 | $3,372+11.4% | $5,202-27.8% | $4,563-17.7% |
| Admin fee / account holder | $51 | $58-11.8% | $13,984-99.6% | $79-35.4% |