Filed November 5, 2009
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 |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.11+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $113,945 |
Filed as: SVA CERTIFIED PUBLIC ACCOUNTANTS SC Service code 10 · EIN 39-1203191 | Accounting | $12,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,793 | $96,484+7.6% | $156,263-33.6% | $74,304+39.7% |
| Participation rate | 95.8% | 67.7%+28.1pp | 78.9%+16.9pp | 60.3%+35.4pp |
| Annual return | 13.73% | 17.73%-4.0pp | 59.47%-45.7pp | 29.43%-15.7pp |
| Employer contribution / active EE | $1,794 | $2,528-29.1% | $4,333-58.6% | $2,241-20.0% |
| Participant deferral / active EE | $3,435 | $4,286-19.8% | $6,158-44.2% | $3,767-8.8% |
| Admin fee / account holder | $395 | $3,728-89.4% | $14,255-97.2% | $2,969-86.7% |