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.8+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $38,028 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,359 | $65,435-39.9% | $86,677-54.6% | $66,914-41.2% |
| Participation rate | 70.8% | 75.5%-4.7pp | 76.6%-5.8pp | 69.8%+1.0pp |
| Annual return | -15.27% | -10.89%-4.4pp | 35.91%-51.2pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,330 | $2,153-38.3% | $2,836-53.1% | $2,544-47.7% |
| Participant deferral / active EE | $2,294 | $4,100-44.1% | $4,656-50.7% | $4,237-45.9% |
| Admin fee / account holder | $235 | $642-63.4% | $7,493-96.9% | $593-60.4% |