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.6+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $416,787 |
Service code 28 · EIN 11-2418191 | Investment Management | $107,712 |
RIDGEWORTH3 years Filed as: GENEVA CAPITAL MANAGEMENT Service code 28 · EIN 39-1567956 | Investment Management | $106,331 |
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 | $100,056 | $67,512+48.2% | $185,823-46.2% | $93,030+7.6% |
| Participation rate | 99.7% | 67.1%+32.6pp | 81.7%+18.0pp | 73.9%+25.8pp |
| Annual return | 23.26% | 21.04%+2.2pp | 122.05%-98.8pp | 158.70%-135.4pp |
| Employer contribution / active EE | $3,791 | $1,783+112.6% | $5,167-26.6% | $2,706+40.1% |
| Participant deferral / active EE | $6,341 | $3,035+108.9% | $5,568+13.9% | $4,562+39.0% |
| Admin fee / account holder | $110 | $318-65.3% | $16,237-99.3% | $152-27.3% |