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.4+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $4,900 |
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 | $71,952 | $58,083+23.9% | $80,019-10.1% | $56,287+27.8% |
| Participation rate | 93.7% | 73.6%+20.1pp | 75.8%+17.9pp | 69.9%+23.8pp |
| Annual return | -5.76% | 34.61%-40.4pp | 11.22%-17.0pp | -9.96%+4.2pp |
| Employer contribution / active EE | $294 | $1,932-84.8% | $2,468-88.1% | $2,111-86.1% |
| Participant deferral / active EE | $2,876 | $3,135-8.3% | $3,686-22.0% | $3,350-14.2% |
| Admin fee / account holder | $21 | $623-96.6% | $6,521-99.7% | $521-95.9% |