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.7+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $81,988 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,520 | $65,435+73.5% | $86,677+31.0% | $66,914+69.6% |
| Participation rate | 96.0% | 75.5%+20.5pp | 76.6%+19.4pp | 69.8%+26.2pp |
| Annual return | -9.06% | -10.89%+1.8pp | 35.91%-45.0pp | 1.58%-10.6pp |
| Employer contribution / active EE | $3,117 | $2,153+44.8% | $2,836+9.9% | $2,544+22.5% |
| Participant deferral / active EE | $6,540 | $4,100+59.5% | $4,656+40.5% | $4,237+54.4% |
| Admin fee / account holder | $383 | $642-40.3% | $7,493-94.9% | $593-35.4% |