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.3+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $758,542 |
CHARLES SCHWAB & CO., INC.3+ years Service code 27 · EIN 94-1737782 | Advisory (Plan) | $31,337 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $146,646 | $88,730+65.3% | $82,313+78.2% | $77,958+88.1% |
| Participation rate | 97.4% | 84.5%+12.9pp | 76.9%+20.5pp | 71.6%+25.7pp |
| Annual return | 23.36% | 20.88%+2.5pp | 25.88%-2.5pp | 20.87%+2.5pp |
| Employer contribution / active EE | $6,839 | $2,758+148.0% | $2,428+181.6% | $2,310+196.0% |
| Participant deferral / active EE | $3,802 | $4,634-18.0% | $3,706+2.6% | $3,537+7.5% |
| Admin fee / account holder | $310 | $74+319.7% | $5,608-94.5% | $97+218.8% |