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.10+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $86,367 |
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 | $33,891 | $55,331-38.7% | $81,812-58.6% | $199,593-83.0% |
| Participation rate | 36.6% | 62.5%-25.9pp | 72.3%-35.7pp | 72.0%-35.4pp |
| Annual return | 16.15% | 19.59%-3.4pp | 773.79%-757.6pp | 34.25%-18.1pp |
| Employer contribution / active EE | $636 | $2,101-69.7% | $2,912-78.1% | $3,034-79.0% |
| Participant deferral / active EE | $918 | $3,283-72.0% | $4,319-78.7% | $5,087-81.9% |
| Admin fee / account holder | $150 | $346-56.7% | $7,386-98.0% | $269-44.4% |