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.9+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $92,254 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,504 | $52,660-38.3% | $86,612-62.5% | $80,160-59.5% |
| Participation rate | 34.3% | 62.4%-28.1pp | 71.7%-37.4pp | 72.9%-38.6pp |
| Annual return | 19.82% | 24.87%-5.1pp | 591.07%-571.3pp | 40.38%-20.6pp |
| Employer contribution / active EE | $568 | $2,140-73.4% | $3,022-81.2% | $2,978-80.9% |
| Participant deferral / active EE | $826 | $3,215-74.3% | $4,438-81.4% | $5,017-83.5% |
| Admin fee / account holder | $133 | $113+18.0% | $5,614-97.6% | $145-8.1% |