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 | $128,603+40.4% | $197,124-8.4% | $67,986+165.5% |
| Participation rate | 84.4% | 81.7%+2.7pp | 86.7%-2.3pp | 57.2%+27.2pp |
| Annual return | 13.85% | 23.77%-9.9pp | 44.34%-30.5pp | 31.67%-17.8pp |
| Employer contribution / active EE | $3,678 | $4,379-16.0% | $6,227-40.9% | $2,019+82.2% |
| Participant deferral / active EE | $5,835 | $6,840-14.7% | $9,135-36.1% | $3,358+73.8% |
| Admin fee / account holder | $341 | $3,035-88.8% | $16,298-97.9% | $3,203-89.4% |