Filed January 20, 1993
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 |
|---|---|---|
Filed as: UNIFIED TRUST COMPANY, NA Service code 15 · EIN 61-1381380 2353 ALEXANDRIA DRIVE, SUITE 100 · LEXINGTON, VA 40504 | Recordkeeping | $16,376 |
Filed as: MASS MUTUAL LIFE INSURANCE Service code 51 · EIN 04-2746212 | Investment Mgmt Fees | $8,325 |
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 | $30,536 | $65,557-53.4% | $105,738-71.1% | $56,287-45.7% |
| Participation rate | 81.7% | 63.4%+18.3pp | 76.3%+5.4pp | 69.9%+11.9pp |
| Annual return | 1.17% | -1.32%+2.5pp | 6.27%-5.1pp | -9.96%+11.1pp |
| Employer contribution / active EE | $744 | $1,788-58.4% | $3,268-77.3% | $2,111-64.8% |
| Participant deferral / active EE | $2,063 | $2,418-14.7% | $4,080-49.4% | $3,350-38.4% |
| Admin fee / account holder | $208 | $561-63.0% | $6,913-97.0% | $521-60.1% |