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.8+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $27,154 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,172 | $136,266+19.7% | $90,749+79.8% | $77,904+109.5% |
| Participation rate | 91.2% | 86.6%+4.5pp | 75.7%+15.5pp | 73.7%+17.5pp |
| Annual return | -13.70% | -11.32%-2.4pp | -12.16%-1.5pp | 12.21%-25.9pp |
| Employer contribution / active EE | $7,443 | $4,215+76.6% | $2,921+154.8% | $2,848+161.4% |
| Participant deferral / active EE | $6,782 | $6,353+6.7% | $4,564+48.6% | $4,806+41.1% |
| Admin fee / account holder | $18 | $399-95.5% | $8,445-99.8% | $133-86.5% |