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 |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 61-1381380 2353 ALEXANDRIA DRIVE, SUITE 100 · LEXINGTON, VA 40504 | Recordkeeping | $29,069 |
Filed as: MASS MUTUAL LIFE INSURANCE Service code 51 · EIN 04-2746212 | Investment Mgmt Fees | $16,371 |
HCI-EBS, INC.5 years Service code 15 · EIN 52-2061078 424 GRAVES MILL ROAD, SUITE 300 · LYNCHBURG, VA 24502 | Recordkeeping | $9,320 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,584 | $57,651-24.4% | $112,229-61.2% | $71,457-39.0% |
| Participation rate | 81.5% | 58.9%+22.5pp | 72.4%+9.0pp | 67.9%+13.5pp |
| Annual return | 11.81% | 18.32%-6.5pp | 30.20%-18.4pp | 28.85%-17.0pp |
| Employer contribution / active EE | $1,003 | $1,913-47.6% | $3,430-70.7% | $2,588-61.2% |
| Participant deferral / active EE | $2,596 | $2,863-9.3% | $4,798-45.9% | $4,289-39.5% |
| Admin fee / account holder | $388 | $1,581-75.4% | $7,748-95.0% | $1,587-75.5% |