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 | $15,926 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,883 | $136,266-38.4% | $90,749-7.6% | $77,904+7.7% |
| Participation rate | 31.7% | 86.6%-54.9pp | 75.7%-44.0pp | 73.7%-41.9pp |
| Annual return | -15.23% | -11.32%-3.9pp | -12.16%-3.1pp | 12.21%-27.4pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $2,921-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $1,753 | $6,353-72.4% | $4,564-61.6% | $4,806-63.5% |
| Admin fee / account holder | $20 | $399-95.0% | $8,445-99.8% | $133-85.0% |