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.2+ years Service code 15 · EIN 61-1256314 2353 ALEXANDRIA DRIVE · LEXINGTON, KY 40504 | Recordkeeping | $47,426 |
ASCENSUS LLC2+ years Filed as: DWC ERISA CONSULTANTS, LLC Service code 16 · EIN 53-2135726 13110 DANUBE LANE · ROSEMOUNT, MN 55068 | Consulting | $1,470 |
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 | $107,093 | $74,089+44.5% | $133,980-20.1% | $55,167+94.1% |
| Participation rate | 91.0% | 84.3%+6.7pp | 87.1%+4.0pp | 69.0%+22.0pp |
| Annual return | 6.65% | 12.11%-5.5pp | 29.30%-22.6pp | 169.23%-162.6pp |
| Employer contribution / active EE | $2,284 | $3,064-25.5% | $5,211-56.2% | $1,963+16.4% |
| Participant deferral / active EE | $4,631 | $4,678-1.0% | $6,282-26.3% | $3,054+51.6% |
| Admin fee / account holder | $313 | $458-31.6% | $9,324-96.6% | $504-37.8% |