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.6+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $161,662 |
BDO USA, LLP2 years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $35,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $387,391 | $104,317+271.4% | $159,436+143.0% | $86,799+346.3% |
| Participation rate | 77.2% | 77.7%-0.5pp | 82.8%-5.6pp | 72.3%+4.9pp |
| Annual return | 16.34% | 26.32%-10.0pp | 263.57%-247.2pp | 97.91%-81.6pp |
| Employer contribution / active EE | $14,010 | $3,451+306.0% | $4,829+190.1% | $2,405+482.5% |
| Participant deferral / active EE | $9,224 | $6,837+34.9% | $7,352+25.5% | $4,131+123.3% |
| Admin fee / account holder | $455 | $172+164.3% | $10,799-95.8% | $170+168.5% |