Filed July 11, 1
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.11+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $88,110 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,806 | $65,246+8.5% | $98,716-28.3% | $67,986+4.1% |
| Participation rate | 98.6% | 51.4%+47.2pp | 69.3%+29.3pp | 57.2%+41.4pp |
| Annual return | 15.59% | 20.58%-5.0pp | 31.81%-16.2pp | 31.67%-16.1pp |
| Employer contribution / active EE | $1,009 | $1,042-3.2% | $2,279-55.7% | $2,019-50.0% |
| Participant deferral / active EE | $4,240 | $2,594+63.4% | $4,048+4.8% | $3,358+26.3% |
| Admin fee / account holder | $312 | $4,561-93.1% | $8,703-96.4% | $3,203-90.2% |