Filed May 20, 2012
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 | $15,745 |
ASSOCIATED TRUST COMPANY, N.A.1+ years Filed as: ASSOCIATED TRUST COMPANY, N.A Service code 28 | Investment Management | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,433 | $62,324-62.4% | $68,509-65.8% | $55,191-57.5% |
| Participation rate | 82.0% | 78.9%+3.1pp | 74.7%+7.3pp | 69.2%+12.8pp |
| Annual return | -0.22% | 4.26%-4.5pp | 8.27%-8.5pp | 10.78%-11.0pp |
| Employer contribution / active EE | $337 | $2,223-84.8% | $2,278-85.2% | $1,899-82.2% |
| Participant deferral / active EE | $1,721 | $3,425-49.8% | $3,382-49.1% | $3,046-43.5% |
| Admin fee / account holder | $60 | $91-34.5% | $5,275-98.9% | $91-34.1% |