Filed September 24, 1992
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 | $36,222 |
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 | $47,522 | $84,936-44.1% | $111,297-57.3% | $79,386-40.1% |
| Participation rate | 71.2% | 75.9%-4.7pp | 77.3%-6.2pp | 70.7%+0.4pp |
| Annual return | 14.88% | 17.45%-2.6pp | 54.65%-39.8pp | 116.85%-102.0pp |
| Employer contribution / active EE | $949 | $1,979-52.0% | $2,731-65.2% | $2,427-60.9% |
| Participant deferral / active EE | $2,077 | $3,888-46.6% | $4,487-53.7% | $4,046-48.7% |
| Admin fee / account holder | $243 | $537-54.7% | $7,964-96.9% | $626-61.2% |