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.4+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $59,327 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,385 | $65,223-56.5% | $80,019-64.5% | $55,725-49.1% |
| Participation rate | 73.5% | 80.6%-7.1pp | 75.8%-2.4pp | 70.9%+2.6pp |
| Annual return | -6.53% | 7.59%-14.1pp | 11.22%-17.8pp | 244.93%-251.5pp |
| Employer contribution / active EE | $789 | $2,544-69.0% | $2,468-68.0% | $2,078-62.0% |
| Participant deferral / active EE | $1,978 | $3,881-49.0% | $3,686-46.3% | $3,356-41.1% |
| Admin fee / account holder | $198 | $114+73.2% | $6,521-97.0% | $115+71.7% |