Filed November 23, 1992
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.5+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $81,963 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,354 | $79,519-21.6% | $95,952-35.0% | $73,409-15.1% |
| Participation rate | 66.4% | 81.2%-14.8pp | 77.1%-10.7pp | 72.2%-5.8pp |
| Annual return | -1.65% | 19.20%-20.8pp | 91.61%-93.3pp | 59.29%-60.9pp |
| Employer contribution / active EE | $1,047 | $2,048-48.9% | $2,541-58.8% | $2,234-53.1% |
| Participant deferral / active EE | $1,514 | $4,138-63.4% | $4,167-63.7% | $3,805-60.2% |
| Admin fee / account holder | $396 | $184+114.8% | $6,795-94.2% | $158+150.8% |