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.2+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $23,840 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $145,686 | $74,024+96.8% | $77,999+86.8% | $57,658+152.7% |
| Participation rate | 94.0% | 79.7%+14.3pp | 75.5%+18.5pp | 70.2%+23.8pp |
| Annual return | 9.00% | 12.14%-3.1pp | 425.96%-417.0pp | 5.13%+3.9pp |
| Employer contribution / active EE | $6,336 | $2,365+167.9% | $2,470+156.5% | $1,974+221.0% |
| Participant deferral / active EE | $6,238 | $3,533+76.6% | $3,497+78.4% | $3,061+103.8% |
| Admin fee / account holder | $22 | $93-76.0% | $5,480-99.6% | $95-76.4% |