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 COMPANY9+ years Service code 12 · EIN 47-0321480 | Investment management fees paid direc... | $525,974 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $68,501 |
MATRIX CLEARANCE AND SETTLEMENT9+ years Service code 33 · EIN 13-4046432 | Sub-transfer agency fees; Securities ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,472 | $59,339+35.6% | $149,673-46.2% | $103,482-22.2% |
| Participation rate | 95.7% | 70.2%+25.5pp | 78.8%+17.0pp | 73.3%+22.5pp |
| Annual return | 34.84% | 77.78%-42.9pp | 134.42%-99.6pp | 33.11%+1.7pp |
| Employer contribution / active EE | $3,779 | $2,178+73.5% | $4,818-21.6% | $3,208+17.8% |
| Participant deferral / active EE | $4,628 | $3,716+24.5% | $5,680-18.5% | $5,207-11.1% |
| Admin fee / account holder | $60 | $103-42.0% | $13,210-99.5% | $114-47.7% |