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.3+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $267,185 |
Service code 28 · EIN 11-2418191 | Investment Management | $103,828 |
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 | $84,395 | $45,382+86.0% | $154,107-45.2% | $75,289+12.1% |
| Participation rate | 99.5% | 65.9%+33.6pp | 83.0%+16.4pp | 72.4%+27.0pp |
| Annual return | 10.39% | -0.47%+10.9pp | 735.12%-724.7pp | -0.04%+10.4pp |
| Employer contribution / active EE | $3,161 | $1,533+106.2% | $5,298-40.3% | $2,405+31.5% |
| Participant deferral / active EE | $5,290 | $2,384+121.9% | $5,081+4.1% | $3,739+41.5% |
| Admin fee / account holder | $91 | $89+2.1% | $13,411-99.3% | $102-10.8% |