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.6+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $2,625 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,204 | $70,908+30.0% | $98,907-6.8% | $73,488+25.5% |
| Participation rate | 89.2% | 73.8%+15.4pp | 76.0%+13.1pp | 70.7%+18.5pp |
| Annual return | 13.55% | 34.17%-20.6pp | 196.43%-182.9pp | 28.51%-15.0pp |
| Employer contribution / active EE | $270 | $2,036-86.8% | $2,689-90.0% | $2,270-88.1% |
| Participant deferral / active EE | $2,584 | $3,500-26.2% | $4,244-39.1% | $3,740-30.9% |
| Admin fee / account holder | $11 | $535-97.9% | $6,642-99.8% | $513-97.8% |