Filed September 21, 2006 (most recent of 2 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.1+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $49,836 |
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 | $59,500 | $43,550+36.6% | $63,517-6.3% | $52,331+13.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 71.0%+29.0pp | 68.1%+31.9pp |
| Annual return | -1.06% | 2.03%-3.1pp | -70.30%+69.2pp | 4.54%-5.6pp |
| Employer contribution / active EE | $3,382 | $1,351+150.3% | $2,322+45.7% | $1,882+79.7% |
| Participant deferral / active EE | $3,049 | $2,254+35.3% | $2,953+3.2% | $3,022+0.9% |
| Admin fee / account holder | $285 | $387-26.4% | $5,892-95.2% | $592-51.9% |