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.3+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $28,403 |
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 | $163,920 | $75,284+117.7% | $91,001+80.1% | $69,631+135.4% |
| Participation rate | 94.2% | 80.4%+13.8pp | 75.6%+18.6pp | 70.7%+23.5pp |
| Annual return | 16.38% | 48.40%-32.0pp | 4.60%+11.8pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $6,310 | $2,473+155.2% | $2,456+157.0% | $2,032+210.5% |
| Participant deferral / active EE | $6,277 | $3,700+69.7% | $3,547+76.9% | $3,224+94.7% |
| Admin fee / account holder | $26 | $111-76.9% | $5,417-99.5% | $110-76.9% |