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.6+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $85,893 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $90,437 | $84,936+6.5% | $111,297-18.7% | $79,386+13.9% |
| Participation rate | 81.2% | 75.9%+5.4pp | 77.3%+3.9pp | 70.7%+10.5pp |
| Annual return | 39.42% | 17.45%+22.0pp | 54.65%-15.2pp | 116.85%-77.4pp |
| Employer contribution / active EE | $1,516 | $1,979-23.4% | $2,731-44.5% | $2,427-37.6% |
| Participant deferral / active EE | $2,230 | $3,888-42.6% | $4,487-50.3% | $4,046-44.9% |
| Admin fee / account holder | $438 | $537-18.4% | $7,964-94.5% | $626-30.0% |