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.4+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $67,622 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $283,455 | $88,122+221.7% | $141,162+100.8% | $67,579+319.4% |
| Participation rate | 93.1% | 76.5%+16.6pp | 82.5%+10.6pp | 71.3%+21.8pp |
| Annual return | 22.69% | 75.40%-52.7pp | 71.39%-48.7pp | 378.56%-355.9pp |
| Employer contribution / active EE | $14,015 | $3,224+334.6% | $4,735+196.0% | $2,148+552.5% |
| Participant deferral / active EE | $9,918 | $5,958+66.5% | $6,709+47.8% | $3,539+180.2% |
| Admin fee / account holder | $283 | $131+116.0% | $10,261-97.2% | $142+98.7% |