Filed June 3, 1997
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 N A Service code 15 · EIN 61-1381380 | Recordkeeping | $12,235 |
BOAN FINANCIAL GROUP LLC1+ years Service code 16 · EIN 26-3681738 | Consulting | $10,329 |
NATIONAL RETIREMENT SERVICES, INC.1+ years Service code 15 · EIN 33-0962367 | Recordkeeping | $7,246 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,956 | $54,380-17.3% | $68,509-34.4% | $59,632-24.6% |
| Participation rate | 63.3% | 70.2%-6.9pp | 74.7%-11.5pp | 68.7%-5.4pp |
| Annual return | 0.44% | 2.83%-2.4pp | 8.27%-7.8pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $680 | $1,539-55.8% | $2,278-70.2% | $2,203-69.1% |
| Participant deferral / active EE | $1,510 | $2,643-42.9% | $3,382-55.4% | $3,192-52.7% |
| Admin fee / account holder | $452 | $3,885-88.4% | $5,275-91.4% | $4,297-89.5% |