Filed May 30, 2008
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.1+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $60,665 |
WIPFLI LLP1+ years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $17,223 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,722 | $33,745+41.4% | $64,105-25.6% | $55,191-13.5% |
| Participation rate | 86.5% | 59.4%+27.1pp | 68.2%+18.3pp | 69.2%+17.3pp |
| Annual return | 1.29% | 4.95%-3.7pp | 791.24%-789.9pp | 10.78%-9.5pp |
| Employer contribution / active EE | $449 | $641-29.9% | $1,820-75.3% | $1,899-76.3% |
| Participant deferral / active EE | $2,711 | $1,929+40.5% | $2,822-3.9% | $3,046-11.0% |
| Admin fee / account holder | $210 | $94+122.5% | $4,499-95.3% | $91+131.3% |