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 ADVISORS3 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 61-1381380 2353 ALEXANDRIA DRIVE, SUITE 100 · LEXINGTON, VA 40504 | Recordkeeping | $30,220 |
Filed as: MASS MUTUAL LIFE INSURANCE Service code 51 · EIN 04-2746212 | Investment Mgmt Fees | $17,877 |
HCI-EBS, INC.7 years Service code 15 · EIN 52-2061078 424 GRAVES MILL ROAD, SUITE 300 · LYNCHBURG, VA 24502 | Recordkeeping | $8,198 |
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 | $51,399 | $78,926-34.9% | $136,749-62.4% | $84,808-39.4% |
| Participation rate | 90.6% | 62.2%+28.4pp | 72.1%+18.5pp | 68.3%+22.3pp |
| Annual return | 12.37% | 18.17%-5.8pp | 24.33%-12.0pp | 40.90%-28.5pp |
| Employer contribution / active EE | $1,210 | $2,134-43.3% | $3,400-64.4% | $2,631-54.0% |
| Participant deferral / active EE | $3,140 | $3,168-0.9% | $4,692-33.1% | $4,212-25.4% |
| Admin fee / account holder | $490 | $6,369-92.3% | $11,386-95.7% | $7,344-93.3% |