Filed April 23, 2004 (most recent of 2 filings on file)
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.2+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $635,924 |
CHARLES SCHWAB & CO., INC.2+ years Service code 27 · EIN 94-1737782 | Advisory (Plan) | $27,379 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $121,113 | $80,211+51.0% | $74,183+63.3% | $63,975+89.3% |
| Participation rate | 98.3% | 84.2%+14.2pp | 76.6%+21.7pp | 71.1%+27.2pp |
| Annual return | 14.44% | 14.13%+0.3pp | 17.74%-3.3pp | 48.65%-34.2pp |
| Employer contribution / active EE | $6,166 | $2,553+141.5% | $2,370+160.2% | $2,182+182.6% |
| Participant deferral / active EE | $3,547 | $4,370-18.8% | $3,550-0.1% | $3,356+5.7% |
| Admin fee / account holder | $263 | $67+292.0% | $5,586-95.3% | $70+274.1% |