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.9+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $653,341 |
Service code 27 · EIN 20-1665305 | Advisory (Plan) | $5,267 |
HARBOUR INVESTMENTS INC5 years Service code 27 · EIN 39-1571149 | Advisory (Plan) | $1,731 |
CHARLES SCHWAB & CO., INC.9+ years Service code 27 · EIN 94-1737782 | Advisory (Plan) | $1,165 |
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 | $111,911 | $104,697+6.9% | $96,544+15.9% | $80,160+39.6% |
| Participation rate | 98.6% | 86.4%+12.2pp | 76.0%+22.6pp | 72.9%+25.7pp |
| Annual return | 22.50% | 21.78%+0.7pp | 25.84%-3.3pp | 40.38%-17.9pp |
| Employer contribution / active EE | $1,467 | $3,536-58.5% | $2,965-50.5% | $2,978-50.7% |
| Participant deferral / active EE | $5,226 | $6,188-15.5% | $4,851+7.7% | $5,017+4.2% |
| Admin fee / account holder | $280 | $107+162.2% | $8,252-96.6% | $145+93.1% |