Filed November 10, 2014 (most recent of 7 filings on file)
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.1+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $23,260 |
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 | $131,582 | $62,324+111.1% | $68,509+92.1% | $55,191+138.4% |
| Participation rate | 96.1% | 78.9%+17.3pp | 74.7%+21.4pp | 69.2%+27.0pp |
| Annual return | -0.79% | 4.26%-5.0pp | 8.27%-9.1pp | 10.78%-11.6pp |
| Employer contribution / active EE | $6,950 | $2,223+212.7% | $2,278+205.1% | $1,899+266.0% |
| Participant deferral / active EE | $6,054 | $3,425+76.7% | $3,382+79.0% | $3,046+98.7% |
| Admin fee / account holder | $22 | $91-75.9% | $5,275-99.6% | $91-75.7% |