Filed May 5, 2005
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 |
|---|---|---|
Filed as: ASSOCIATED TRUST COMPANY N.A Service code 16 · EIN 30-0219031 | Consulting | $85,000 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,857 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$56,234 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,002 | $144,996-61.4% | $111,297-49.7% | $93,030-39.8% |
| Participation rate | 97.4% | 86.2%+11.3pp | 77.3%+20.1pp | 73.9%+23.5pp |
| Annual return | 36.67% | 18.26%+18.4pp | 54.65%-18.0pp | 158.70%-122.0pp |
| Employer contribution / active EE | $1,804 | $3,056-41.0% | $2,731-34.0% | $2,706-33.3% |
| Participant deferral / active EE | $4,959 | $5,587-11.3% | $4,487+10.5% | $4,562+8.7% |
| Admin fee / account holder | $21 | $103-80.0% | $7,964-99.7% | $152-86.4% |