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.9+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $76,960 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,955 | $79,171+35.1% | $102,423+4.4% | $74,495+43.6% |
| Participation rate | 94.2% | 74.8%+19.4pp | 76.5%+17.7pp | 67.2%+27.0pp |
| Annual return | 16.34% | 54.93%-38.6pp | 29.32%-13.0pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $3,386 | $2,362+43.3% | $3,023+12.0% | $2,623+29.1% |
| Participant deferral / active EE | $6,255 | $4,415+41.7% | $5,053+23.8% | $4,346+43.9% |
| Admin fee / account holder | $292 | $2,001-85.4% | $9,451-96.9% | $1,942-85.0% |