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.8+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $3,250 |
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 | $88,307 | $72,607+21.6% | $90,749-2.7% | $66,914+32.0% |
| Participation rate | 82.0% | 73.7%+8.3pp | 75.7%+6.3pp | 69.8%+12.2pp |
| Annual return | -15.48% | -12.28%-3.2pp | -12.16%-3.3pp | 1.58%-17.1pp |
| Employer contribution / active EE | $248 | $2,369-89.5% | $2,921-91.5% | $2,544-90.3% |
| Participant deferral / active EE | $2,542 | $3,977-36.1% | $4,564-44.3% | $4,237-40.0% |
| Admin fee / account holder | $15 | $707-97.9% | $8,445-99.8% | $593-97.5% |