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.9+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $2,653 |
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 | $96,761 | $71,516+35.3% | $98,439-1.7% | $71,457+35.4% |
| Participation rate | 87.9% | 72.7%+15.2pp | 75.2%+12.8pp | 67.9%+20.0pp |
| Annual return | 17.16% | 32.41%-15.2pp | 21.16%-4.0pp | 28.85%-11.7pp |
| Employer contribution / active EE | $256 | $2,399-89.3% | $3,048-91.6% | $2,588-90.1% |
| Participant deferral / active EE | $2,536 | $4,109-38.3% | $4,738-46.5% | $4,289-40.9% |
| Admin fee / account holder | $12 | $1,675-99.3% | $8,948-99.9% | $1,587-99.3% |