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.1+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $4,786 |
Employer 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 | $70,567 | $53,412+32.1% | $68,509+3.0% | $52,331+34.8% |
| Participation rate | 91.5% | 71.7%+19.8pp | 74.7%+16.8pp | 68.1%+23.4pp |
| Annual return | -0.81% | 3.42%-4.2pp | 8.27%-9.1pp | 4.54%-5.4pp |
| Employer contribution / active EE | $292 | $1,607-81.9% | $2,278-87.2% | $1,882-84.5% |
| Participant deferral / active EE | $2,659 | $2,688-1.1% | $3,382-21.4% | $3,022-12.0% |
| Admin fee / account holder | $22 | $461-95.3% | $5,275-99.6% | $592-96.3% |