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.3+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $66,326 |
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 | $101,324 | $59,186+71.2% | $76,768+32.0% | $56,287+80.0% |
| Participation rate | 96.5% | 75.2%+21.2pp | 77.0%+19.5pp | 69.9%+26.6pp |
| Annual return | 14.77% | 6.62%+8.2pp | 2.43%+12.3pp | -9.96%+24.7pp |
| Employer contribution / active EE | $2,861 | $1,759+62.7% | $2,485+15.1% | $2,111+35.5% |
| Participant deferral / active EE | $6,530 | $3,255+100.6% | $3,852+69.5% | $3,350+94.9% |
| Admin fee / account holder | $335 | $489-31.5% | $6,675-95.0% | $521-35.7% |