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.5+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $3,436 |
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 | $82,595 | $66,310+24.6% | $93,606-11.8% | $65,185+26.7% |
| Participation rate | 94.7% | 74.0%+20.7pp | 75.8%+18.9pp | 70.2%+24.5pp |
| Annual return | 21.50% | 42.58%-21.1pp | 32.76%-11.3pp | 29.38%-7.9pp |
| Employer contribution / active EE | $284 | $2,012-85.9% | $2,718-89.5% | $2,177-86.9% |
| Participant deferral / active EE | $2,679 | $3,342-19.8% | $4,069-34.2% | $3,514-23.8% |
| Admin fee / account holder | $15 | $6,897-99.8% | $7,888-99.8% | $847-98.2% |