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.10+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $44,287 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,002 | $79,171-38.1% | $102,423-52.2% | $74,495-34.2% |
| Participation rate | 80.9% | 74.8%+6.1pp | 76.5%+4.4pp | 67.2%+13.7pp |
| Annual return | 13.34% | 54.93%-41.6pp | 29.32%-16.0pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,573 | $2,362-33.4% | $3,023-48.0% | $2,623-40.0% |
| Participant deferral / active EE | $2,752 | $4,415-37.7% | $5,053-45.5% | $4,346-36.7% |
| Admin fee / account holder | $268 | $2,001-86.6% | $9,451-97.2% | $1,942-86.2% |