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.4+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $323,251 |
Service code 28 · EIN 11-2418191 | Investment Management | $116,793 |
RIDGEWORTH1 year Filed as: GENEVA CAPITAL MANAGEMENT Service code 28 · EIN 39-1567956 | Investment Management | $31,643 |
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 | $83,114 | $47,456+75.1% | $172,739-51.9% | $77,787+6.8% |
| Participation rate | 99.7% | 66.3%+33.4pp | 82.6%+17.0pp | 73.2%+26.5pp |
| Annual return | 3.59% | 35.57%-32.0pp | 802.84%-799.2pp | 32.57%-29.0pp |
| Employer contribution / active EE | $3,211 | $1,574+104.0% | $5,143-37.6% | $2,504+28.2% |
| Participant deferral / active EE | $5,592 | $2,560+118.5% | $5,198+7.6% | $3,967+40.9% |
| Admin fee / account holder | $95 | $81+17.9% | $13,954-99.3% | $100-4.7% |