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.5+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $341,570 |
Service code 28 · EIN 11-2418191 | Investment Management | $116,800 |
RIDGEWORTH2 years Filed as: GENEVA CAPITAL MANAGEMENT Service code 28 · EIN 39-1567956 | Investment Management | $87,797 |
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 | $85,770 | $56,095+52.9% | $178,490-51.9% | $90,288-5.0% |
| Participation rate | 98.7% | 65.6%+33.2pp | 81.9%+16.8pp | 73.4%+25.4pp |
| Annual return | 10.00% | 28.81%-18.8pp | 151.07%-141.1pp | 53.97%-44.0pp |
| Employer contribution / active EE | $3,070 | $1,572+95.2% | $5,011-38.7% | $2,524+21.6% |
| Participant deferral / active EE | $5,630 | $2,669+111.0% | $5,202+8.2% | $4,232+33.0% |
| Admin fee / account holder | $101 | $101+0.7% | $13,984-99.3% | $114-11.1% |