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.8+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $69,951 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,209 | $76,050+35.7% | $96,544+6.9% | $71,457+44.4% |
| Participation rate | 91.8% | 74.4%+17.4pp | 76.0%+15.9pp | 67.9%+23.9pp |
| Annual return | 12.45% | 22.81%-10.4pp | 25.84%-13.4pp | 28.85%-16.4pp |
| Employer contribution / active EE | $3,095 | $2,244+37.9% | $2,965+4.4% | $2,588+19.6% |
| Participant deferral / active EE | $5,880 | $4,215+39.5% | $4,851+21.2% | $4,289+37.1% |
| Admin fee / account holder | $283 | $2,707-89.5% | $8,252-96.6% | $1,587-82.2% |