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.2+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $803,198 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $88,006 | $107,045-17.8% | $108,745-19.1% | $63,975+37.6% |
| Participation rate | 96.3% | 81.9%+14.4pp | 77.7%+18.7pp | 71.1%+25.2pp |
| Annual return | 11.36% | 18.14%-6.8pp | 46.22%-34.9pp | 48.65%-37.3pp |
| Employer contribution / active EE | $3,120 | $2,651+17.7% | $3,323-6.1% | $2,182+43.0% |
| Participant deferral / active EE | $5,218 | $4,292+21.6% | $5,121+1.9% | $3,356+55.5% |
| Admin fee / account holder | $137 | $67+104.2% | $6,144-97.8% | $70+94.7% |