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.5 years Filed as: UNIFIED TRUST COMPANY, NA Service code 15 · EIN 61-1381380 2353 ALEXANDRIA DRIVE, SUITE 100 · LEXINGTON, VA 40504 | Recordkeeping | $27,196 |
Filed as: MASS MUTUAL LIFE INSURANCE Service code 51 · EIN 04-2746212 | Investment Mgmt Fees | $16,434 |
HCI-EBS, INC.4 years Service code 15 · EIN 52-2061078 424 GRAVES MILL ROAD, SUITE 300 · LYNCHBURG, VA 24502 | Recordkeeping | $8,610 |
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 | $42,432 | $62,603-32.2% | $104,294-59.3% | $66,914-36.6% |
| Participation rate | 76.5% | 59.6%+16.9pp | 73.3%+3.2pp | 69.8%+6.7pp |
| Annual return | -12.33% | -14.70%+2.4pp | 24.61%-36.9pp | 1.58%-13.9pp |
| Employer contribution / active EE | $938 | $1,972-52.4% | $3,372-72.2% | $2,544-63.1% |
| Participant deferral / active EE | $2,523 | $2,853-11.5% | $4,625-45.4% | $4,237-40.4% |
| Admin fee / account holder | $393 | $656-40.1% | $7,339-94.6% | $593-33.8% |