Filed April 29, 2004
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.1+ years Filed as: UNIFIED TRUST COMPANY Service code 21 2353 ALEXANDRIA DRIVE #100 · LEXINGTON, KY 40504 | Bank Trustee | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,259 | $57,108-50.5% | $94,224-70.0% | $52,331-46.0% |
| Participation rate | 26.8% | 72.9%-46.1pp | 78.8%-51.9pp | 68.1%-41.3pp |
| Annual return | 11.42% | 1.47%+9.9pp | 10.68%+0.7pp | 4.54%+6.9pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $3,587-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $319 | $3,040-89.5% | $4,320-92.6% | $3,022-89.4% |
| Admin fee / account holder | $1 | $546-99.8% | $6,269-100.0% | $592-99.8% |