Filed January 29, 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 COMPANY, N.A.2+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $61,155 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,768 | $64,909+41.4% | $82,313+11.5% | $62,292+47.3% |
| Participation rate | 90.2% | 74.9%+15.3pp | 76.9%+13.3pp | 69.5%+20.7pp |
| Annual return | 18.30% | 21.18%-2.9pp | 25.88%-7.6pp | 28.90%-10.6pp |
| Employer contribution / active EE | $2,541 | $1,676+51.6% | $2,428+4.6% | $2,042+24.4% |
| Participant deferral / active EE | $5,450 | $3,103+75.6% | $3,706+47.0% | $3,169+72.0% |
| Admin fee / account holder | $303 | $440-31.1% | $5,608-94.6% | $479-36.8% |