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.3+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $70,629 |
SCHENCK SC2 years Service code 10 · EIN 39-1173131 | Accounting | $7,400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,049 | $48,064+14.5% | $78,778-30.1% | $69,631-20.9% |
| Participation rate | 83.3% | 61.6%+21.7pp | 69.2%+14.1pp | 70.7%+12.6pp |
| Annual return | 18.28% | 21.81%-3.5pp | 35.62%-17.3pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $448 | $744-39.7% | $1,986-77.4% | $2,032-77.9% |
| Participant deferral / active EE | $2,913 | $2,079+40.1% | $2,958-1.5% | $3,224-9.6% |
| Admin fee / account holder | $196 | $152+28.7% | $5,134-96.2% | $110+77.1% |