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.8+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $80,429 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,788 | $76,050+24.6% | $96,544-1.8% | $71,457+32.6% |
| Participation rate | 73.6% | 74.4%-0.8pp | 76.0%-2.3pp | 67.9%+5.7pp |
| Annual return | 1.05% | 22.81%-21.8pp | 25.84%-24.8pp | 28.85%-27.8pp |
| Employer contribution / active EE | $1,440 | $2,244-35.8% | $2,965-51.4% | $2,588-44.4% |
| Participant deferral / active EE | $2,322 | $4,215-44.9% | $4,851-52.1% | $4,289-45.9% |
| Admin fee / account holder | $529 | $2,707-80.5% | $8,252-93.6% | $1,587-66.7% |