Filed February 2, 2012 (most recent of 4 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.11+ years Service code 13 · EIN 30-0219031 | Contract Administrator | $296,451 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,603 | $130,267+22.5% | $145,661+9.6% | $102,872+55.1% |
| Participation rate | 98.2% | 83.3%+14.9pp | 77.2%+21.0pp | 73.0%+25.2pp |
| Annual return | 15.11% | 17.79%-2.7pp | 101.46%-86.4pp | 19.06%-3.9pp |
| Employer contribution / active EE | $4,295 | $4,061+5.8% | $4,238+1.4% | $3,526+21.8% |
| Participant deferral / active EE | $7,644 | $6,550+16.7% | $7,198+6.2% | $5,535+38.1% |
| Admin fee / account holder | $49 | $396-87.6% | $12,466-99.6% | $292-83.2% |