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.2+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $18,484 |
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.
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 | $26,033 | $74,024-64.8% | $77,999-66.6% | $57,658-54.9% |
| Participation rate | 74.0% | 79.7%-5.8pp | 75.5%-1.6pp | 70.2%+3.7pp |
| Annual return | 8.37% | 12.14%-3.8pp | 425.96%-417.6pp | 5.13%+3.2pp |
| Employer contribution / active EE | $372 | $2,365-84.3% | $2,470-84.9% | $1,974-81.1% |
| Participant deferral / active EE | $1,861 | $3,533-47.3% | $3,497-46.8% | $3,061-39.2% |
| Admin fee / account holder | $70 | $93-25.2% | $5,480-98.7% | $95-26.2% |