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.7+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $144,074 |
BDO USA, LLP3 years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $56,250 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $297,977 | $82,202+262.5% | $125,339+137.7% | $64,808+359.8% |
| Participation rate | 90.9% | 77.9%+13.0pp | 82.4%+8.5pp | 71.5%+19.4pp |
| Annual return | -16.70% | 3.48%-20.2pp | 572.05%-588.7pp | 32.82%-49.5pp |
| Employer contribution / active EE | $11,448 | $3,615+216.6% | $4,814+137.8% | $2,506+356.8% |
| Participant deferral / active EE | $9,751 | $7,175+35.9% | $7,446+30.9% | $4,310+126.2% |
| Admin fee / account holder | $444 | $163+172.1% | $10,010-95.6% | $188+136.5% |