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.8+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $79,642 |
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 | $34,860 | $81,908-57.4% | $90,749-61.6% | $64,808-46.2% |
| Participation rate | 78.4% | 80.5%-2.0pp | 75.7%+2.8pp | 71.5%+7.0pp |
| Annual return | -16.55% | -12.53%-4.0pp | -12.16%-4.4pp | 32.82%-49.4pp |
| Employer contribution / active EE | $1,078 | $3,065-64.8% | $2,921-63.1% | $2,506-57.0% |
| Participant deferral / active EE | $2,760 | $4,840-43.0% | $4,564-39.5% | $4,310-36.0% |
| Admin fee / account holder | $211 | $157+34.4% | $8,445-97.5% | $188+12.5% |