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 COMPANY6 years Service code 16 · EIN 39-1564826 | Consulting | $85,000 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,098 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$87,300 |
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 | $50,059 | $104,697-52.2% | $96,544-48.1% | $80,160-37.6% |
| Participation rate | 98.3% | 86.4%+11.9pp | 76.0%+22.3pp | 72.9%+25.3pp |
| Annual return | 17.19% | 21.78%-4.6pp | 25.84%-8.7pp | 40.38%-23.2pp |
| Employer contribution / active EE | $2,576 | $3,536-27.2% | $2,965-13.1% | $2,978-13.5% |
| Participant deferral / active EE | $7,752 | $6,188+25.3% | $4,851+59.8% | $5,017+54.5% |
| Admin fee / account holder | $8 | $107-92.5% | $8,252-99.9% | $145-94.5% |