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.3+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $50,979 |
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 | $34,002 | $48,064-29.3% | $78,778-56.8% | $69,631-51.2% |
| Participation rate | 95.8% | 61.6%+34.2pp | 69.2%+26.6pp | 70.7%+25.1pp |
| Annual return | 16.58% | 21.81%-5.2pp | 35.62%-19.0pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $653 | $744-12.1% | $1,986-67.1% | $2,032-67.8% |
| Participant deferral / active EE | $2,348 | $2,079+12.9% | $2,958-20.6% | $3,224-27.2% |
| Admin fee / account holder | $171 | $152+12.5% | $5,134-96.7% | $110+54.9% |