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 COMPANY8+ years Service code 12 · EIN 47-0321480 | Trustee (bank, trust company, or simi... | $415,626 |
MATRIX CLEARANCE AND SETTLEMENT8+ years Service code 33 · EIN 13-4046432 | Sub-transfer agency fees; Securities ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,356 | $52,346+44.0% | $143,757-47.6% | $78,044-3.4% |
| Participation rate | 92.3% | 72.7%+19.6pp | 80.3%+12.0pp | 74.4%+17.8pp |
| Annual return | -17.93% | -14.19%-3.7pp | -0.04%-17.9pp | 10.87%-28.8pp |
| Employer contribution / active EE | $3,591 | $2,131+68.5% | $4,951-27.5% | $3,125+14.9% |
| Participant deferral / active EE | $4,336 | $3,800+14.1% | $5,637-23.1% | $5,084-14.7% |
| Admin fee / account holder | $54 | $63-15.3% | $14,673-99.6% | $79-31.9% |