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.5+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $64,420 |
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 | $31,051 | $74,347-58.2% | $93,606-66.8% | $67,579-54.1% |
| Participation rate | 73.8% | 80.6%-6.8pp | 75.8%-2.0pp | 71.3%+2.5pp |
| Annual return | 26.77% | 28.07%-1.3pp | 32.76%-6.0pp | 378.56%-351.8pp |
| Employer contribution / active EE | $793 | $2,583-69.3% | $2,718-70.8% | $2,148-63.1% |
| Participant deferral / active EE | $2,112 | $4,060-48.0% | $4,069-48.1% | $3,539-40.3% |
| Admin fee / account holder | $174 | $123+41.5% | $7,888-97.8% | $142+22.0% |