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.6+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $66,024 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,945 | $85,135-53.1% | $98,907-59.6% | $73,409-45.6% |
| Participation rate | 73.6% | 81.1%-7.6pp | 76.0%-2.5pp | 72.2%+1.4pp |
| Annual return | 17.82% | 19.14%-1.3pp | 196.43%-178.6pp | 59.29%-41.5pp |
| Employer contribution / active EE | $940 | $2,721-65.4% | $2,689-65.0% | $2,234-57.9% |
| Participant deferral / active EE | $2,523 | $4,349-42.0% | $4,244-40.6% | $3,805-33.7% |
| Admin fee / account holder | $191 | $139+37.0% | $6,642-97.1% | $158+20.9% |