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.4+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $19,941 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,128 | $134,045-49.9% | $80,019-16.1% | $75,289-10.8% |
| Participation rate | 41.1% | 85.8%-44.6pp | 75.8%-34.7pp | 72.4%-31.3pp |
| Annual return | -5.05% | -0.56%-4.5pp | 11.22%-16.3pp | -0.04%-5.0pp |
| Employer contribution / active EE | $0 | $3,492-100.0% | $2,468-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,606 | $4,976-67.7% | $3,686-56.4% | $3,739-57.1% |
| Admin fee / account holder | $24 | $124-81.0% | $6,521-99.6% | $102-77.0% |