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.3 years Filed as: UNIFIED TRUST COMPANY, NA Service code 15 · EIN 61-1381380 2353 ALEXANDRIA DRIVE, SUITE 100 · LEXINGTON, VA 40504 | Recordkeeping | $26,630 |
Filed as: MASS MUTUAL LIFE INSURANCE Service code 51 · EIN 04-2746212 | Investment Mgmt Fees | $14,058 |
HCI-EBS, INC.2 years Service code 15 · EIN 52-2061078 424 GRAVES MILL ROAD, SUITE 300 · LYNCHBURG, VA 24502 | Recordkeeping | $8,885 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $52,442 | $59,328-11.6% | $118,925-55.9% | $73,488-28.6% |
| Participation rate | 75.5% | 62.3%+13.2pp | 75.4%+0.1pp | 70.7%+4.8pp |
| Annual return | 7.04% | 19.13%-12.1pp | 35.88%-28.8pp | 28.51%-21.5pp |
| Employer contribution / active EE | $895 | $1,803-50.3% | $3,263-72.6% | $2,270-60.6% |
| Participant deferral / active EE | $2,300 | $2,604-11.7% | $4,265-46.1% | $3,740-38.5% |
| Admin fee / account holder | $468 | $600-22.1% | $6,581-92.9% | $513-8.8% |