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.7+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $25,090 |
Annual investment return 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 | $51,618 | $84,936-39.2% | $111,297-53.6% | $79,386-35.0% |
| Participation rate | 82.7% | 75.9%+6.8pp | 77.3%+5.4pp | 70.7%+12.0pp |
| Annual return | 10.98% | 17.45%-6.5pp | 54.65%-43.7pp | 116.85%-105.9pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,731-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,146 | $3,888-44.8% | $4,487-52.2% | $4,046-47.0% |
| Admin fee / account holder | $178 | $537-66.9% | $7,964-97.8% | $626-71.6% |