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.3+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $59,039 |
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 | $72,489 | $50,385+43.9% | $75,670-4.2% | $62,292+16.4% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 18.47% | 19.90%-1.4pp | 27.34%-8.9pp | 28.90%-10.4pp |
| Employer contribution / active EE | $2,809 | $1,537+82.7% | $2,352+19.4% | $2,042+37.5% |
| Participant deferral / active EE | $2,921 | $2,445+19.4% | $3,142-7.1% | $3,169-7.8% |
| Admin fee / account holder | $294 | $384-23.5% | $5,800-94.9% | $479-38.7% |