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.10+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $71,130 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $107,289 | $87,870+22.1% | $113,168-5.2% | $74,304+44.4% |
| Participation rate | 68.6% | 70.7%-2.2pp | 76.6%-8.0pp | 60.3%+8.2pp |
| Annual return | 7.18% | 26.44%-19.3pp | 24.27%-17.1pp | 29.43%-22.3pp |
| Employer contribution / active EE | $1,476 | $2,277-35.2% | $2,975-50.4% | $2,241-34.1% |
| Participant deferral / active EE | $2,309 | $4,241-45.6% | $5,107-54.8% | $3,767-38.7% |
| Admin fee / account holder | $515 | $3,368-84.7% | $12,068-95.7% | $2,969-82.6% |