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.4 years Filed as: UNIFIED TRUST COMPANY, NA Service code 15 · EIN 61-1381380 2353 ALEXANDRIA DRIVE, SUITE 100 · LEXINGTON, VA 40504 | Recordkeeping | $25,899 |
Filed as: MASS MUTUAL LIFE INSURANCE Service code 51 · EIN 04-2746212 | Investment Mgmt Fees | $15,996 |
HCI-EBS, INC.3 years Service code 15 · EIN 52-2061078 424 GRAVES MILL ROAD, SUITE 300 · LYNCHBURG, VA 24502 | Recordkeeping | $4,830 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,234 | $65,862-19.2% | $124,672-57.3% | $79,386-32.9% |
| Participation rate | 73.3% | 62.2%+11.0pp | 74.6%-1.3pp | 70.7%+2.6pp |
| Annual return | 17.60% | 19.02%-1.4pp | 5142.93%-5125.3pp | 116.85%-99.3pp |
| Employer contribution / active EE | $774 | $1,883-58.9% | $3,324-76.7% | $2,427-68.1% |
| Participant deferral / active EE | $2,133 | $2,772-23.1% | $4,614-53.8% | $4,046-47.3% |
| Admin fee / account holder | $403 | $673-40.1% | $7,493-94.6% | $626-35.7% |