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 |
|---|---|---|
ASSOCIATED TRUST COMPANY5 years Service code 16 · EIN 39-1564826 | Consulting | $85,000 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,921 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$85,013 |
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 | $45,307 | $130,141-65.2% | $86,677-47.7% | $77,904-41.8% |
| Participation rate | 96.2% | 85.9%+10.3pp | 76.6%+19.6pp | 73.7%+22.5pp |
| Annual return | -16.89% | -12.75%-4.1pp | 35.91%-52.8pp | 12.21%-29.1pp |
| Employer contribution / active EE | $2,102 | $3,220-34.7% | $2,836-25.9% | $2,848-26.2% |
| Participant deferral / active EE | $6,021 | $5,757+4.6% | $4,656+29.3% | $4,806+25.3% |
| Admin fee / account holder | $7 | $132-94.7% | $7,493-99.9% | $133-94.8% |