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.3+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $51,409 |
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 | $32,449 | $75,284-56.9% | $91,001-64.3% | $69,631-53.4% |
| Participation rate | 70.5% | 80.4%-9.9pp | 75.6%-5.1pp | 70.7%-0.2pp |
| Annual return | 19.75% | 48.40%-28.7pp | 4.60%+15.1pp | 27571.02%-27551.3pp |
| Employer contribution / active EE | $722 | $2,473-70.8% | $2,456-70.6% | $2,032-64.5% |
| Participant deferral / active EE | $1,706 | $3,700-53.9% | $3,547-51.9% | $3,224-47.1% |
| Admin fee / account holder | $192 | $111+73.5% | $5,417-96.5% | $110+73.7% |