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.2+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $5,050 |
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 | $71,576 | $56,629+26.4% | $77,999-8.2% | $55,167+29.7% |
| Participation rate | 93.4% | 73.3%+20.1pp | 75.5%+17.8pp | 69.0%+24.4pp |
| Annual return | 7.08% | 2866.98%-2859.9pp | 425.96%-418.9pp | 169.23%-162.1pp |
| Employer contribution / active EE | $284 | $1,723-83.5% | $2,470-88.5% | $1,963-85.5% |
| Participant deferral / active EE | $2,634 | $2,777-5.1% | $3,497-24.7% | $3,054-13.7% |
| Admin fee / account holder | $23 | $467-95.1% | $5,480-99.6% | $504-95.5% |