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 |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 21 2353 ALEXANDRIA DRIVE #100 · LEXINGTON, KY 40504 | Bank Trustee | $11,772 |
FINANCIAL DESIGNS, INC6 years Filed as: FINANCIAL DESIGNS Service code 27 1116 VISTA PARK DRIVE, SUITE A · FOREST, VA 24551 | Advisory (Plan) | $10,509 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,863 | $86,655-54.0% | $119,609-66.7% | $66,914-40.4% |
| Participation rate | 24.4% | 75.6%-51.2pp | 79.3%-54.9pp | 69.8%-45.4pp |
| Annual return | -11.68% | -8.00%-3.7pp | -14.97%+3.3pp | 1.58%-13.3pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $656 | $4,358-85.0% | $5,602-88.3% | $4,237-84.5% |
| Admin fee / account holder | $8 | $755-98.9% | $10,323-99.9% | $593-98.7% |