Filed December 23, 2010
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.11+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $113,205 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $83,786 | $103,024-18.7% | $112,040-25.2% | $79,634+5.2% |
| Participation rate | 94.7% | 80.6%+14.1pp | 76.5%+18.2pp | 62.5%+32.2pp |
| Annual return | 13.85% | 17.60%-3.7pp | 24.52%-10.7pp | 36.46%-22.6pp |
| Employer contribution / active EE | $2,281 | $3,015-24.4% | $2,954-22.8% | $2,529-9.8% |
| Participant deferral / active EE | $3,633 | $5,233-30.6% | $5,098-28.7% | $3,835-5.2% |
| Admin fee / account holder | $314 | $465-32.6% | $12,098-97.4% | $1,002-68.7% |