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.3+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $3,850 |
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 | $76,992 | $63,299+21.6% | $91,001-15.4% | $62,292+23.6% |
| Participation rate | 94.3% | 73.3%+21.0pp | 75.6%+18.7pp | 69.5%+24.8pp |
| Annual return | 18.47% | 20.99%-2.5pp | 4.60%+13.9pp | 28.90%-10.4pp |
| Employer contribution / active EE | $280 | $1,807-84.5% | $2,456-88.6% | $2,042-86.3% |
| Participant deferral / active EE | $2,739 | $2,943-6.9% | $3,547-22.8% | $3,169-13.6% |
| Admin fee / account holder | $17 | $468-96.4% | $5,417-99.7% | $479-96.5% |