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.4+ years Filed as: UNIFIED TRUST COMPANY Service code 21 2353 ALEXANDRIA DRIVE #100 · LEXINGTON, KY 40504 | Bank Trustee | $9,351 |
FINANCIAL DESIGNS, INC2 years Filed as: FINANCIAL DESIGNS Service code 27 1116 VISTA PARK DRIVE, SUITE A · FOREST, VA 24551 | Advisory (Plan) | $7,795 |
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.
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 | $32,535 | $66,302-50.9% | $110,238-70.5% | $56,287-42.2% |
| Participation rate | 24.1% | 74.9%-50.8pp | 79.8%-55.7pp | 69.9%-45.8pp |
| Annual return | -3.28% | -1.18%-2.1pp | 314.74%-318.0pp | -9.96%+6.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $460 | $3,381-86.4% | $4,672-90.2% | $3,350-86.3% |
| Admin fee / account holder | $4 | $698-99.4% | $8,547-100.0% | $521-99.2% |