Filed September 24, 2001
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.11+ years Service code 15 · EIN 61-1256314 2353 ALEXANDRIA DRIVE · LEXINGTON, KY 40504 | Recordkeeping | $69,857 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,498 | $132,049+36.7% | $200,582-10.0% | $74,304+142.9% |
| Participation rate | 84.4% | 84.1%+0.3pp | 86.9%-2.5pp | 60.3%+24.0pp |
| Annual return | 13.85% | 22.22%-8.4pp | 42.33%-28.5pp | 29.43%-15.6pp |
| Employer contribution / active EE | $3,678 | $4,558-19.3% | $6,419-42.7% | $2,241+64.1% |
| Participant deferral / active EE | $5,835 | $7,213-19.1% | $9,331-37.5% | $3,767+54.9% |
| Admin fee / account holder | $341 | $2,405-85.8% | $16,305-97.9% | $2,969-88.5% |