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.7+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $439,288 |
Service code 28 · EIN 11-2418191 | Investment Management | $116,800 |
RIDGEWORTH4 years Filed as: GENEVA CAPITAL MANAGEMENT Service code 28 · EIN 39-1567956 | Investment Management | $115,785 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,938 | $45,000+75.4% | $143,757-45.1% | $77,904+1.3% |
| Participation rate | 99.8% | 66.8%+33.0pp | 80.3%+19.5pp | 73.7%+26.2pp |
| Annual return | -18.31% | 29.03%-47.3pp | -0.04%-18.3pp | 12.21%-30.5pp |
| Employer contribution / active EE | $4,158 | $1,870+122.4% | $4,951-16.0% | $2,848+46.0% |
| Participant deferral / active EE | $7,258 | $3,157+129.9% | $5,637+28.8% | $4,806+51.0% |
| Admin fee / account holder | $111 | $98+12.4% | $14,673-99.2% | $133-16.6% |