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.2+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $45,086 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,629 | $37,044-20.0% | $71,796-58.7% | $57,658-48.6% |
| Participation rate | 94.9% | 61.1%+33.8pp | 69.1%+25.8pp | 70.2%+24.7pp |
| Annual return | 8.20% | 12.64%-4.4pp | 78.04%-69.8pp | 5.13%+3.1pp |
| Employer contribution / active EE | $571 | $720-20.7% | $1,924-70.3% | $1,974-71.1% |
| Participant deferral / active EE | $2,358 | $1,974+19.5% | $2,794-15.6% | $3,061-23.0% |
| Admin fee / account holder | $159 | $101+57.3% | $4,815-96.7% | $95+67.9% |