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 |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.2 years Filed as: UNIFIED TRUST COMPANY, NA Service code 15 · EIN 61-1381380 2353 ALEXANDRIA DRIVE, SUITE 100 · LEXINGTON, VA 40504 | Recordkeeping | $23,732 |
Filed as: MASS MUTUAL LIFE INSURANCE Service code 51 · EIN 04-2746212 | Investment Mgmt Fees | $13,021 |
HCI-EBS, INC.1 year Service code 15 · EIN 52-2061078 424 GRAVES MILL ROAD, SUITE 300 · LYNCHBURG, VA 24502 | Recordkeeping | $5,400 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,321 | $54,045-32.8% | $115,157-68.5% | $65,185-44.3% |
| Participation rate | 75.9% | 63.5%+12.3pp | 75.9%0pp | 70.2%+5.7pp |
| Annual return | 16.07% | 26.55%-10.5pp | 35.60%-19.5pp | 29.38%-13.3pp |
| Employer contribution / active EE | $870 | $1,653-47.3% | $3,179-72.6% | $2,177-60.0% |
| Participant deferral / active EE | $2,244 | $2,504-10.4% | $4,168-46.2% | $3,514-36.1% |
| Admin fee / account holder | $295 | $626-52.9% | $7,088-95.8% | $847-65.2% |