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.3+ years Filed as: UNIFIED TRUST COMPANY N A Service code 15 · EIN 61-1381380 | Recordkeeping | $12,052 |
BOAN FINANCIAL GROUP LLC3+ years Service code 16 · EIN 26-3681738 | Consulting | $10,553 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $6,207 |
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.)
Annual investment return 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 | $50,197 | $63,299-20.7% | $91,001-44.8% | $62,292-19.4% |
| Participation rate | 62.7% | 73.3%-10.6pp | 75.6%-12.9pp | 69.5%-6.8pp |
| Annual return | 12.79% | 20.99%-8.2pp | 4.60%+8.2pp | 28.90%-16.1pp |
| Employer contribution / active EE | $406 | $1,807-77.5% | $2,456-83.5% | $2,042-80.1% |
| Participant deferral / active EE | $1,625 | $2,943-44.8% | $3,547-54.2% | $3,169-48.7% |
| Admin fee / account holder | $360 | $468-23.0% | $5,417-93.4% | $479-24.9% |