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.3+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $881,949 |
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 | $101,124 | $117,734-14.1% | $115,752-12.6% | $77,958+29.7% |
| Participation rate | 96.5% | 82.0%+14.5pp | 77.8%+18.8pp | 71.6%+24.9pp |
| Annual return | 15.95% | 17.65%-1.7pp | 19.41%-3.5pp | 20.87%-4.9pp |
| Employer contribution / active EE | $3,105 | $2,736+13.5% | $3,492-11.1% | $2,310+34.4% |
| Participant deferral / active EE | $5,388 | $4,435+21.5% | $5,204+3.5% | $3,537+52.4% |
| Admin fee / account holder | $152 | $75+102.7% | $6,278-97.6% | $97+56.0% |