Filed February 21, 2006 (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.1+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $236,285 |
Service code 28 · EIN 11-2418191 | Investment Management | $116,952 |
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 | $71,761 | $37,213+92.8% | $156,549-54.2% | $63,975+12.2% |
| Participation rate | 99.3% | 65.0%+34.3pp | 84.0%+15.3pp | 71.1%+28.2pp |
| Annual return | 10.76% | 47.89%-37.1pp | 32.23%-21.5pp | 48.65%-37.9pp |
| Employer contribution / active EE | $2,963 | $1,357+118.4% | $5,501-46.1% | $2,182+35.8% |
| Participant deferral / active EE | $4,376 | $2,070+111.4% | $4,871-10.2% | $3,356+30.4% |
| Admin fee / account holder | $86 | $56+52.0% | $13,027-99.3% | $70+21.5% |