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.4+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $852,373 |
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 | $89,028 | $118,101-24.6% | $106,387-16.3% | $75,289+18.2% |
| Participation rate | 97.5% | 81.4%+16.1pp | 77.5%+20.1pp | 72.4%+25.1pp |
| Annual return | 3.57% | -2.42%+6.0pp | 0.25%+3.3pp | -0.04%+3.6pp |
| Employer contribution / active EE | $3,233 | $2,880+12.3% | $3,520-8.1% | $2,405+34.4% |
| Participant deferral / active EE | $5,576 | $4,681+19.1% | $5,421+2.8% | $3,739+49.1% |
| Admin fee / account holder | $127 | $85+50.8% | $7,510-98.3% | $102+24.6% |