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.2+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $230,529 |
Service code 28 · EIN 11-2418191 | Investment Management | $76,141 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $169,416 | $44,989+276.6% | $170,442-0.6% | $77,958+117.3% |
| Participation rate | 45.9% | 64.6%-18.7pp | 83.6%-37.7pp | 71.6%-25.7pp |
| Annual return | 13.79% | 19.61%-5.8pp | 205.93%-192.1pp | 20.87%-7.1pp |
| Employer contribution / active EE | $3,097 | $1,466+111.2% | $5,433-43.0% | $2,310+34.0% |
| Participant deferral / active EE | $5,022 | $2,208+127.5% | $4,939+1.7% | $3,537+42.0% |
| Admin fee / account holder | $192 | $69+178.3% | $13,880-98.6% | $97+97.1% |