Filed May 2, 2006
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 | $19,912 |
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 | $247,283 | $75,388+228.0% | $123,544+100.2% | $55,725+343.8% |
| Participation rate | 93.1% | 75.7%+17.5pp | 82.3%+10.9pp | 70.9%+22.3pp |
| Annual return | -2.65% | 4.48%-7.1pp | 119.20%-121.8pp | 244.93%-247.6pp |
| Employer contribution / active EE | $13,658 | $3,063+345.9% | $4,628+195.1% | $2,078+557.2% |
| Participant deferral / active EE | $9,754 | $5,651+72.6% | $6,426+51.8% | $3,356+190.7% |
| Admin fee / account holder | $84 | $120-29.9% | $9,284-99.1% | $115-27.1% |