Filed August 1, 2008
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 3-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.1+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $67,812 |
TRUTINA FINANCIAL1+ years Service code 27 10811 MAIN STREET · BELLEVUE, WA 98004 | Advisory (Plan) | $33,563 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,039 | $70,667-13.6% | $123,104-50.4% | $52,331+16.6% |
| Participation rate | 89.9% | 83.7%+6.2pp | 86.8%+3.1pp | 68.1%+21.8pp |
| Annual return | 1.40% | 6.23%-4.8pp | 13.22%-11.8pp | 4.54%-3.1pp |
| Employer contribution / active EE | $727 | $2,946-75.3% | $5,151-85.9% | $1,882-61.4% |
| Participant deferral / active EE | $4,632 | $4,493+3.1% | $6,230-25.6% | $3,022+53.3% |
| Admin fee / account holder | $421 | $506-17.0% | $9,015-95.3% | $592-28.9% |