Filed October 18, 2004
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.6+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $83,106 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,212 | $47,634-32.4% | $90,404-64.4% | $90,288-64.3% |
| Participation rate | 32.1% | 67.5%-35.4pp | 72.7%-40.6pp | 73.4%-41.2pp |
| Annual return | 14.95% | 19.61%-4.7pp | 1293.02%-1278.1pp | 53.97%-39.0pp |
| Employer contribution / active EE | $211 | $1,749-87.9% | $3,262-93.5% | $2,524-91.6% |
| Participant deferral / active EE | $585 | $2,824-79.3% | $3,963-85.2% | $4,232-86.2% |
| Admin fee / account holder | $128 | $106+20.8% | $5,611-97.7% | $114+12.3% |