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.2+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $48,858 |
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 | $65,178 | $46,072+41.5% | $70,014-6.9% | $55,167+18.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 71.8%+28.2pp | 69.0%+31.0pp |
| Annual return | 9.80% | 8.68%+1.1pp | 12.99%-3.2pp | 169.23%-159.4pp |
| Employer contribution / active EE | $2,893 | $1,500+92.9% | $2,338+23.7% | $1,963+47.4% |
| Participant deferral / active EE | $2,956 | $2,344+26.1% | $2,931+0.9% | $3,054-3.2% |
| Admin fee / account holder | $263 | $428-38.6% | $4,380-94.0% | $504-47.9% |