Filed October 18, 2004
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 with Solo.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MCGREGOR & ASSOCIATES, INC.5 years Filed as: MCGREGOR & ASSOC INC Service code 49 997 GOVERNORS LN STE 175 · LEXINGTON, KY 40513 | Other Services | $44,749 |
RFH, PLLC2 years Filed as: RFH Service code 99 · EIN 20-1518594 | Other Fees | $11,000 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,307 | $86,897+62.6% | $151,611-6.8% | $64,808+118.0% |
| Participation rate | 90.7% | 87.3%+3.4pp | 87.5%+3.2pp | 71.5%+19.2pp |
| Annual return | -16.45% | -3.57%-12.9pp | 3.33%-19.8pp | 32.82%-49.3pp |
| Employer contribution / active EE | $3,988 | $4,010-0.5% | $6,166-35.3% | $2,506+59.2% |
| Participant deferral / active EE | $6,361 | $6,690-4.9% | $8,363-23.9% | $4,310+47.6% |
| Admin fee / account holder | $19 | $153-87.3% | $11,616-99.8% | $188-89.6% |