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.7+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $95,958 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,495 | $65,435+38.3% | $86,677+4.4% | $66,914+35.2% |
| Participation rate | 81.6% | 75.5%+6.2pp | 76.6%+5.1pp | 69.8%+11.8pp |
| Annual return | -6.27% | -10.89%+4.6pp | 35.91%-42.2pp | 1.58%-7.9pp |
| Employer contribution / active EE | $1,644 | $2,153-23.7% | $2,836-42.0% | $2,544-35.4% |
| Participant deferral / active EE | $2,530 | $4,100-38.3% | $4,656-45.7% | $4,237-40.3% |
| Admin fee / account holder | $564 | $642-12.0% | $7,493-92.5% | $593-4.9% |