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.10+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $3,321 |
Employer 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 | $106,272 | $78,485+35.4% | $106,213+0.1% | $74,495+42.7% |
| Participation rate | 89.5% | 72.8%+16.7pp | 75.3%+14.2pp | 67.2%+22.3pp |
| Annual return | 13.88% | 15.95%-2.1pp | 116.14%-102.3pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $268 | $2,523-89.4% | $3,171-91.6% | $2,623-89.8% |
| Participant deferral / active EE | $2,782 | $4,322-35.6% | $5,016-44.5% | $4,346-36.0% |
| Admin fee / account holder | $15 | $2,232-99.3% | $11,033-99.9% | $1,942-99.2% |