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 COMPANY7 years Service code 16 · EIN 39-1564826 | Consulting | $85,000 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,014 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$141,444 |
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 | $61,734 | $110,299-44.0% | $102,423-39.7% | $199,593-69.1% |
| Participation rate | 98.2% | 86.3%+12.0pp | 76.5%+21.7pp | 72.0%+26.3pp |
| Annual return | 18.69% | 35.73%-17.0pp | 29.32%-10.6pp | 34.25%-15.6pp |
| Employer contribution / active EE | $2,017 | $3,603-44.0% | $3,023-33.3% | $3,034-33.5% |
| Participant deferral / active EE | $7,175 | $6,376+12.5% | $5,053+42.0% | $5,087+41.1% |
| Admin fee / account holder | -$13 | $122-110.5% | $9,451-100.1% | $269-104.8% |