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.9+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $38,245 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,076 | $76,050-35.5% | $96,544-49.2% | $71,457-31.3% |
| Participation rate | 69.4% | 74.4%-5.0pp | 76.0%-6.5pp | 67.9%+1.5pp |
| Annual return | 18.11% | 22.81%-4.7pp | 25.84%-7.7pp | 28.85%-10.7pp |
| Employer contribution / active EE | $1,628 | $2,244-27.5% | $2,965-45.1% | $2,588-37.1% |
| Participant deferral / active EE | $2,831 | $4,215-32.8% | $4,851-41.6% | $4,289-34.0% |
| Admin fee / account holder | $246 | $2,707-90.9% | $8,252-97.0% | $1,587-84.5% |