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.10+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $99,053 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,662 | $92,055-55.8% | $106,213-61.7% | $77,643-47.6% |
| Participation rate | 82.1% | 81.0%+1.1pp | 75.3%+6.8pp | 70.6%+11.6pp |
| Annual return | 15.21% | 17.91%-2.7pp | 116.14%-100.9pp | 31.24%-16.0pp |
| Employer contribution / active EE | $1,033 | $3,367-69.3% | $3,171-67.4% | $2,726-62.1% |
| Participant deferral / active EE | $2,671 | $5,386-50.4% | $5,016-46.7% | $4,647-42.5% |
| Admin fee / account holder | $205 | $219-6.6% | $11,033-98.1% | $430-52.5% |