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.3+ years Service code 15 · EIN 61-1256314 2353 ALEXANDRIA DRIVE · LEXINGTON, KY 40504 | Recordkeeping | $47,387 |
ASCENSUS LLC3+ years Filed as: DWC ERISA CONSULTANTS, LLC Service code 16 · EIN 53-2135726 13110 DANUBE LANE · ROSEMOUNT, MN 55068 | Consulting | $965 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $115,699 | $89,739+28.9% | $149,718-22.7% | $62,292+85.7% |
| Participation rate | 91.6% | 85.1%+6.5pp | 87.1%+4.5pp | 69.5%+22.1pp |
| Annual return | 14.80% | 21.01%-6.2pp | 1501.63%-1486.8pp | 28.90%-14.1pp |
| Employer contribution / active EE | $2,335 | $3,233-27.8% | $5,445-57.1% | $2,042+14.3% |
| Participant deferral / active EE | $4,676 | $4,797-2.5% | $6,569-28.8% | $3,169+47.5% |
| Admin fee / account holder | $291 | $551-47.2% | $11,283-97.4% | $479-39.2% |