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.2+ years Filed as: UNIFIED TRUST COMPANY N A Service code 15 · EIN 61-1381380 | Recordkeeping | $11,788 |
BOAN FINANCIAL GROUP LLC2+ years Service code 16 · EIN 26-3681738 | Consulting | $9,795 |
Service code 15 · EIN 33-0962367 | Recordkeeping | $9,033 |
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.)
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 | $46,012 | $56,629-18.7% | $77,999-41.0% | $55,167-16.6% |
| Participation rate | 68.0% | 73.3%-5.3pp | 75.5%-7.6pp | 69.0%-1.0pp |
| Annual return | 6.92% | 2866.98%-2860.1pp | 425.96%-419.0pp | 169.23%-162.3pp |
| Employer contribution / active EE | $1,142 | $1,723-33.7% | $2,470-53.8% | $1,963-41.8% |
| Participant deferral / active EE | $1,731 | $2,777-37.7% | $3,497-50.5% | $3,054-43.3% |
| Admin fee / account holder | $343 | $467-26.6% | $5,480-93.7% | $504-32.0% |