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.5+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $69,431 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $107,532 | $73,638+46.0% | $95,952+12.1% | $73,488+46.3% |
| Participation rate | 91.6% | 76.2%+15.5pp | 77.1%+14.5pp | 70.7%+20.9pp |
| Annual return | 11.25% | 16.78%-5.5pp | 91.61%-80.4pp | 28.51%-17.3pp |
| Employer contribution / active EE | $3,345 | $1,863+79.6% | $2,541+31.7% | $2,270+47.4% |
| Participant deferral / active EE | $6,981 | $3,617+93.0% | $4,167+67.5% | $3,740+86.7% |
| Admin fee / account holder | $347 | $482-28.0% | $6,795-94.9% | $513-32.3% |