Filed November 2, 2012
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 | $28,686 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,567 | $73,884-32.9% | $95,952-48.3% | - |
| Participation rate | 84.8% | 80.0%+4.8pp | 77.1%+7.8pp | - |
| Annual return | 26.20% | 11.13%+15.1pp | 91.61%-65.4pp | - |
| Employer contribution / active EE | $0 | $1,782-100.0% | $2,541-100.0% | - |
| Participant deferral / active EE | $3,219 | $3,914-17.8% | $4,167-22.7% | - |
| Admin fee / account holder | $224 | $4,316-94.8% | $6,795-96.7% | - |